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$WELL:NYSE · WELLTOWER INC

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada.

More about this company

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

Sector: healthsenior-home

Conviction from: S&PCitrini

52-week range: 163.75255.20

4 tracked filer(s) hold this · 1 opened, 1 added, 2 trimmed in 30-JUN-2026

Aggregate 13FScore 58 — mean of 4 scored holder(s) · buyers (new/add) avg 64. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Louis Bacon / Moore53New buy90,277$20,490,1710.3%
Steve Cohen / Point7276Added +173%3,000$680,9100.0%
Ancora40Trimmed -5%7,005$1,589,9250.0%
Paul Tudor Jones / Tudor63Trimmed -62%10,200$2,315,0940.0%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-08-27Gundlach Andrewdirector10,000$2,407,650Form 4

Congressional trades all politician trades →

3 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-03-30Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-02-11Jonathan Jackson IL01BUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

4 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-09-22Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Citrini Research coverage report library →

ReportDateStance
#126 — Small Themes: June 20262026-06-24LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.