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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
II
251
IFM Investors
Australia
$1.9M -$68K -1,441 -3%
PS
252
Pensionfund Sabic
Netherlands
$1.89M +$783K +17,100 +71%
B
253
BP
United Kingdom
$1.87M -$183K -4,000 -9%
NB
254
Norinchukin Bank
Japan
$1.85M -$793K -17,335 -30%
TRSOTSOK
255
Teachers Retirement System of the State of Kentucky
Kentucky
$1.85M -$9.16K -200 -0.5%
AA
256
Ancora Advisors
Ohio
$1.82M +$437K +9,551 +32%
MIAN
257
Mariner Independent Advisor Network
Kansas
$1.78M -$49.4K -1,215 -3%
DILIC
258
Dai-ichi Life Insurance Company
Japan
$1.73M +$45.4K +992 +3%
MSAM
259
Moloney Securities Asset Management
Missouri
$1.71M +$740K +16,163 +76%
Creative Planning
260
Creative Planning
Kansas
$1.7M -$79.6K -1,738 -4%
OC
261
Oppenheimer & Co
New York
$1.69M +$330K +7,208 +24%
USAA
262
United Services Automobile Association
Texas
$1.68M -$201K -4,400 -11%
ACP
263
Ashfield Capital Partners
California
$1.68M -$291K -6,362 -15%
William Blair & Company
264
William Blair & Company
Illinois
$1.63M -$71.9K -1,570 -4%
PAG
265
Private Advisor Group
New Jersey
$1.6M -$532K -11,632 -25%
EP
266
Edgestream Partners
New Jersey
$1.59M -$1.26M -27,624 -44%
RA
267
RMR Advisors
Massachusetts
$1.57M
BWL
268
Bogart Wealth LLC
Virginia
$1.56M -$824 -18 -0.1%
Wolverine Trading
269
Wolverine Trading
Illinois
$1.55M -$1.18M -24,911 -43%
CA
270
Commerzbank Aktiengesellschaft
Germany
$1.54M -$3.25M -70,923 -68%
WB
271
WesBanco Bank
West Virginia
$1.54M +$147K +3,219 +11%
SCM
272
Schnieders Capital Management
California
$1.53M -$55.1K -1,204 -3%
RJT
273
Raymond James Trust
Florida
$1.52M -$80.6K -1,760 -5%
Mariner
274
Mariner
Kansas
$1.51M +$587K +12,804 +64%
BCM
275
Buckhead Capital Management
Georgia
$1.5M -$14.4K -315 -1%