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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
O
276
Ossiam
France
$2.86M +$635K +7,766 +29%
SCM
277
Schnieders Capital Management
California
$2.83M -$8.18K -100 -0.3%
RA
278
RMR Advisors
Massachusetts
$2.8M
BWL
279
Bogart Wealth LLC
Virginia
$2.79M +$55K +672 +2%
SOAMC
280
Spirit of America Management Corp
New York
$2.79M +$99K +1,210 +4%
PMG
281
ProVise Management Group
Florida
$2.75M -$817K -9,988 -23%
CIA
282
Capital Investment Advisors
Georgia
$2.71M -$9.24K -113 -0.3%
BCM
283
Buckhead Capital Management
Georgia
$2.7M -$130K -1,589 -5%
KTM
284
Keeler Thomas Management
Utah
$2.7M +$288K +3,524 +12%
TEE
285
Tibra Equities Europe
United Kingdom
$2.67M -$1.81M -22,100 -40%
BBVA
286
Banco Bilbao Vizcaya Argentaria
Spain
$2.61M +$2.61M +31,946 New
BHC
287
Bowen Hanes & Co
Florida
$2.59M -$51.5K -630 -2%
NMERB
288
New Mexico Educational Retirement Board
New Mexico
$2.55M
LCM
289
Laurion Capital Management
New York
$2.52M +$2.52M +30,800 New
PI
290
PineBridge Investments
New York
$2.5M +$1.07M +13,130 +75%
WB
291
WesBanco Bank
West Virginia
$2.49M +$52K +636 +2%
HighTower Advisors
292
HighTower Advisors
Illinois
$2.48M +$132K +1,620 +6%
AA
293
Ancora Advisors
Ohio
$2.47M -$120K -1,465 -5%
S
294
Seeyond
France
$2.47M +$391K +4,778 +19%
OC
295
Oppenheimer & Co
New York
$2.43M +$33.1K +405 +1%
PCM
296
Parsons Capital Management
Rhode Island
$2.41M -$23.4K -286 -1%
SAM
297
Silvercrest Asset Management
New York
$2.41M +$1.8K +22 +0.1%
BB
298
Busey Bank
Illinois
$2.4M -$48.6K -594 -2%
IMRF
299
Illinois Municipal Retirement Fund
Illinois
$2.39M +$2.39M +29,239 New
DADC
300
D.A. Davidson & Co
Montana
$2.39M +$57.5K +704 +2%