WELL

Welltower Inc

Latest period2024 - Q4Total superinvestors136

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Tammy Rollins@First National Bank Of Mount Dora, Trust Investment Services
Recent Activity
0.08%
$309,403
2,455 shares@ 126.03 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -2.96%
0.03%
$309,404
2,455 shares@ 126.04 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
0.12%
$290,751
2,307 shares@ 126.03 avg price
Philip A. Noonan@Contravisory Investment Management, Inc.
Recent Activity
Increased 4.58%
0.07%
$282,055
2,238 shares@ 126.03 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 11.43%
0.02%
$276,675
2,195 shares@ 126.05 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 0.52%
0.15%
$272,672
2,164 shares@ 126.01 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 6.2%
0.01%
$265,797
2,109 shares@ 126.03 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
New Position
0.01%
$261,147
2,072 shares@ 126.04 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 0.74%
0.01%
$263,221
2,045 shares@ 128.72 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.03%
$256,849
2,038 shares@ 126.03 avg price