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
Lisa Bracken@Bridge Creek Capital Management Llc
Recent Activity
0.08%
$246,183
1,953 shares@ 126.06 avg price
Jonathan Straus@Commons Capital, Llc
Recent Activity
Decreased -3.44%
0.23%
$243,916
1,935 shares@ 126.06 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Increased 0.48%
0.05%
$241,740
1,918 shares@ 126.04 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 1.12%
0.01%
$239,961
1,904 shares@ 126.03 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 8.59%
0.07%
$234,171
1,859 shares@ 125.97 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 0.06%
0.03%
$225,632
1,790 shares@ 126.06 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.46%
0.01%
$222,442
1,765 shares@ 126.03 avg price
Will Sharp@True North Advisors, Llc
Recent Activity
Decreased -26.57%
0.06%
$219,418
1,741 shares@ 126.03 avg price
Corey Saft@Sivia Capital Partners, Llc
Recent Activity
0.11%
$215,449
1,710 shares@ 126.0 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 4.18%
0.05%
$211,904
1,698 shares@ 124.8 avg price