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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 %
CGH
301
Crossmark Global Holdings
Texas
$1.22M -$82.7K -1,501 -6%
CB
302
Commerce Bank
Missouri
$1.21M +$274K +4,974 +29%
MIAN
303
Mariner Independent Advisor Network
Kansas
$1.19M +$31.9K +579 +3%
NMIMC
304
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M
LSERS
305
Louisiana State Employees Retirement System
Louisiana
$1.17M +$182K +3,300 +18%
SPFA
306
Summit Place Financial Advisors
New Jersey
$1.17M -$55.6K -1,010 -5%
SLI
307
Sumitomo Life Insurance
Japan
$1.17M -$86.7K -1,573 -7%
SDIC
308
South Dakota Investment Council
South Dakota
$1.15M
SFA
309
Semmax Financial Advisors
North Carolina
$1.13M -$2.15K -39 -0.2%
AWM
310
Aevitas Wealth Management
Massachusetts
$1.13M +$3.69K +67 +0.3%
IAA
311
Independent Advisor Alliance
North Carolina
$1.13M -$8.37K -152 -0.7%
WDA
312
Wendell David Associates
New Hampshire
$1.11M
WG
313
Winton Group
United Kingdom
$1.1M +$1.1M +20,020 New
HAIM
314
Hunter Associates Investment Management
Pennsylvania
$1.1M -$383K -6,948 -26%
FAM
315
Fred Alger Management
New York
$1.1M
OFG
316
Oxford Financial Group
Indiana
$1.08M
MIH
317
Meitav Investment House
Israel
$1.06M -$126K -2,294 -11%
MOS
318
MGO One Seven
Ohio
$1.06M -$61.6K -1,118 -6%
RFN
319
RDA Financial Network
Iowa
$1.05M +$17K +308 +2%
BF
320
BOK Financial
Oklahoma
$1.05M -$145K -2,639 -12%
NAM
321
NTV Asset Management
West Virginia
$1.04M -$42.7K -775 -4%
SOAMC
322
Spirit of America Management Corp
New York
$1.04M
FC
323
Forte Capital
New York
$1.03M -$37.6K -682 -4%
Capstone Investment Advisors
324
Capstone Investment Advisors
New York
$1.02M +$559K +10,151 +122%
FWIA
325
Fort Washington Investment Advisors
Ohio
$1.01M +$143K +2,600 +17%