WELL icon

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 %
EVM
376
Eaton Vance Management
Massachusetts
$739K -$20.7K -451 -3%
ZCM
377
Ziegler Capital Management
Illinois
$735K +$735K +16,051 New
Qube Research & Technologies (QRT)
378
Qube Research & Technologies (QRT)
United Kingdom
$731K +$154K +3,371 +27%
ANI
379
American National Insurance
Texas
$728K
APP
380
Avantax Planning Partners
Iowa
$712K +$226K +4,939 +47%
NRI
381
NFP Retirement Inc
California
$690K -$57K -1,246 -8%
SPFA
382
Summit Place Financial Advisors
New Jersey
$683K -$41.2K -900 -6%
FC
383
Forte Capital
New York
$680K +$42.9K +937 +7%
SBA
384
Secrest Blakey & Associates
North Carolina
$676K -$13K -284 -2%
BWM
385
Bernicke Wealth Management
Wisconsin
$669K +$38.1K +833 +6%
GWM
386
Gray Wealth Management
Maine
$665K +$665K +14,444 New
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$664K -$247K -5,400 -27%
HPC
388
Hobart Private Capital
North Carolina
$651K +$73.2K +1,600 +13%
IAS
389
Investment Advisory Services
Texas
$648K -$5.4K -118 -0.8%
OFG
390
Oxford Financial Group
Indiana
$643K +$643K +14,043 New
PSF
391
Pacific Sun Financial
California
$637K +$8.7K +190 +1%
FBT
392
First Bank & Trust
South Dakota
$622K -$170K -3,708 -21%
HF
393
HRT Financial
New York
$620K +$620K +13,554 New
GAM
394
Griffin Asset Management
New York
$619K +$188K +4,119 +44%
PFC
395
Phocas Financial Corp
California
$616K -$334K -7,306 -35%
BOH
396
Bank of Hawaii
Hawaii
$607K -$13.3K -291 -2%
MIH
397
Meitav Investment House
Israel
$607K +$64.6K +1,411 +12%
HNB
398
Huntington National Bank
Ohio
$599K -$84.6K -1,849 -12%
ED
399
Exane Derivatives
France
$588K -$341K -7,444 -37%
CA
400
Cetera Advisors
Colorado
$585K -$65K -1,422 -10%