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Welltower

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
WB
276
WesBanco Bank
West Virginia
$1.65M -$198K -3,598 -11%
OC
277
Oppenheimer & Co
New York
$1.64M +$10.8K +196 +0.7%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$1.64M -$446K -8,100 -21%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$1.6M +$73.7K +1,338 +5%
UCFA
280
United Capital Financial Advisors
Texas
$1.6M +$604K +10,962 +61%
WCM
281
Weld Capital Management
New York
$1.57M +$1.22M +22,223 +353%
CIA
282
Capital Investment Advisors
Georgia
$1.54M -$78.7K -1,428 -5%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$1.53M -$347K -6,292 -18%
ANI
284
American National Insurance
Texas
$1.52M
SCM
285
Schnieders Capital Management
California
$1.51M -$273K -4,957 -15%
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$1.47M -$33.1K -600 -2%
VAS
287
Vestmark Advisory Solutions
Massachusetts
$1.46M -$88.8K -1,611 -6%
BFO
288
Boston Family Office
Massachusetts
$1.37M -$118K -2,141 -8%
QI
289
QS Investors
New York
$1.34M -$312K -5,670 -19%
KRS
290
Kentucky Retirement Systems
Kentucky
$1.34M +$60K +1,089 +5%
Mirae Asset Global Investments
291
Mirae Asset Global Investments
South Korea
$1.34M -$1.82M -33,115 -58%
RJT
292
Raymond James Trust
Florida
$1.32M -$142K -2,583 -10%
PMG
293
ProVise Management Group
Florida
$1.32M -$14.1K -255 -1%
AB
294
Amalgamated Bank
New York
$1.31M -$26.9K -489 -2%
HC
295
HNP Capital
New York
$1.29M +$5.94K +107 +0.5%
VRM
296
Vectors Research Management
New York
$1.29M +$25.7K +468 +2%
Los Angeles Capital Management
297
Los Angeles Capital Management
California
$1.28M -$32.3K -586 -2%
SAM
298
Silvercrest Asset Management
New York
$1.26M -$362K -6,570 -22%
MML Investors Services
299
MML Investors Services
Massachusetts
$1.25M -$20.2K -366 -2%
EIA
300
Edgemoor Investment Advisors
Maryland
$1.23M -$11K -200 -0.9%