WELL icon

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 %
QSS
351
Quantitative Systematic Strategies
Florida
$820K +$436K +7,908 +113%
FA
352
FDx Advisors
Illinois
$794K -$48.2K -875 -6%
AP
353
Advisor Partners
California
$788K +$80.1K +1,453 +11%
NRI
354
NFP Retirement Inc
California
$786K -$51.1K -928 -6%
SG Americas Securities
355
SG Americas Securities
New York
$786K -$1.49M -27,064 -65%
IRF
356
IBM Retirement Fund
New York
$749K +$210K +3,817 +39%
CI
357
Cigna Investments
Connecticut
$743K +$2.53K +46 +0.3%
CA
358
Cetera Advisors
Colorado
$740K +$15.3K +278 +2%
PFC
359
Phocas Financial Corp
California
$724K -$21.9K -397 -3%
CS
360
Comerica Securities
Michigan
$719K -$11.8K -215 -2%
LWAC
361
Laurel Wealth Advisors (California)
California
$718K -$55.4K -1,006 -7%
GWM
362
Gray Wealth Management
Maine
$715K -$65.7K -1,188 -8%
ED
363
Exane Derivatives
France
$709K -$57.5K -1,043 -7%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$706K +$55.7K +1,010 +9%
CG
365
Colony Group
Massachusetts
$704K -$41.2K -748 -6%
AWA
366
Arkadios Wealth Advisors
Georgia
$702K +$39.7K +731 +6%
CBTWT
367
Community Bank & Trust (Waco, Texas)
Texas
$694K -$313K -5,678 -31%
CC
368
Cipher Capital
New York
$694K -$61K -1,107 -8%
ISL
369
Ingalls & Snyder LLC
New York
$687K -$231K -4,200 -25%
OAM
370
Optimal Asset Management
California
$682K +$345K +6,251 +102%
AC
371
Allstate Corporation
Illinois
$680K -$214K -3,892 -24%
PAM
372
Panagora Asset Management
Massachusetts
$680K +$146K +2,641 +27%
LIA
373
LS Investment Advisors
Michigan
$677K +$11.6K +211 +2%
PSF
374
Pacific Sun Financial
California
$676K -$75.3K -1,367 -10%
CA
375
Callahan Advisors
Texas
$654K -$335K -6,085 -34%