Welltower Inc
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 136 superinvestors own shares of Welltower Inc (WELL), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Welltower Inc (WELL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Welltower Inc (WELL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Welltower Inc (WELL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Stephanie Kelm@Rise Advisors, Llc
| 0.02% | $37,347 296 shares@ 126.18 avg price | Increased 0.34% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $36,392 288 shares@ 126.37 avg price | Increased 14.75% |
Ryan Jacobs@Albion Financial Group Ut
| 0.01% | $18,653 148 shares@ 126.04 avg price | Increased 9.63% |
Phillip Kevin Smiley@Burkett Financial Services, Llc
| 0.01% | $18,170 144 shares@ 126.19 avg price | Increased 0.7% |
Bo Hanson@Abound Wealth Management
| 0.01% | $15,830 126 shares@ 125.64 avg price | Increased 18.87% |
Lisa Sternberg@Highline Wealth Partners Llc
| 0.01% | $12,609 100 shares@ 126.09 avg price | Increased 33.34% |
Samuel R. Winch@Winch Advisory Services, Llc
| 0.01% | $11,709 93 shares@ 125.91 avg price | Increased 1.09% |