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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 %
SAM
376
Shell Asset Management
Netherlands
$647K +$38.3K +696 +6%
WIA
377
Wealthstreet Investment Advisors
Texas
$647K +$165K +3,000 +34%
TPCW
378
TD Private Client Wealth
New York
$639K -$81.5K -1,480 -11%
SCA
379
Snowden Capital Advisors
New York
$629K -$48.1K -873 -7%
AA
380
AlphaMark Advisors
Kentucky
$626K -$35.8K -650 -5%
IAS
381
Investment Advisory Services
Texas
$624K -$16K -291 -3%
FAAS
382
First Allied Advisory Services
California
$619K +$57.1K +1,036 +10%
CAN
383
Cetera Advisor Networks
California
$614K -$27.2K -494 -4%
ABC
384
Associated Banc-Corp
Wisconsin
$608K +$43K +781 +8%
WGA
385
Weather Gauge Advisory
Virginia
$606K +$1.38K +25 +0.2%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$602K +$36.7K +667 +6%
JWCA
387
J.W. Cole Advisors
Florida
$595K +$595K +10,798 New
WT
388
Whittier Trust
California
$572K -$2.21K -40 -0.4%
OPPTF
389
OPSEU Pension Plan Trust Fund
Ontario, Canada
$568K +$2.57K +47 +0.5%
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
$559K -$238K -4,329 -30%
CPIA
391
Cornell Pochily Investment Advisors
New York
$559K +$34.6K +628 +7%
HIM
392
Hotaling Investment Management
Pennsylvania
$557K -$89.3K -1,622 -14%
Brown Advisory
393
Brown Advisory
Maryland
$556K -$5.57K -101 -1%
TYCC
394
Texas Yale Capital Corp
Florida
$554K -$496 -9 -0.1%
UFG
395
United Fire Group
Iowa
$551K
AAIM
396
American Assets Investment Management
California
$551K
SF
397
Symphony Financial
Texas
$551K +$11.6K +211 +2%
SPIA
398
Steward Partners Investment Advisory
New York
$547K -$85.5K -1,552 -14%
SPC
399
Sigma Planning Corp
Michigan
$547K -$15.5K -281 -3%
BCB
400
Brian C. Broderick
$546K -$569K -10,325 -51%