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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 %
CAN
401
Cetera Advisor Networks
California
$575K -$114K -2,495 -17%
MMA
402
Miracle Mile Advisors
California
$574K +$574K +12,547 New
CG
403
Colony Group
Massachusetts
$573K -$104K -2,262 -15%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$563K +$123K +2,689 +28%
AA
405
AlphaMark Advisors
Kentucky
$559K
WGA
406
Weather Gauge Advisory
Virginia
$557K -$11.6K -253 -2%
CPC
407
Consolidated Planning Corp
Georgia
$547K +$547K +11,948 New
Brown Advisory
408
Brown Advisory
Maryland
$545K -$158K -3,452 -22%
ATC
409
Argent Trust Co
Tennessee
$545K +$83.5K +1,826 +18%
HIM
410
Hotaling Investment Management
Pennsylvania
$541K +$7.7K +168 +1%
AAS
411
Avantax Advisory Services
Texas
$532K -$20.7K -450 -4%
WT
412
Whittier Trust
California
$523K +$458 +10 +0.1%
CI
413
Cigna Investments
Connecticut
$521K +$32.1K +700 +7%
PA
414
Profund Advisors
Maryland
$512K -$281K -6,134 -35%
BMA
415
Brooks Moore & Associates
Tennessee
$510K +$192K +4,185 +60%
WI
416
WrapManager Inc
California
$506K +$28.8K +629 +6%
PRC
417
Pearl River Capital
Michigan
$506K +$506K +11,052 New
LOIM
418
Liberty One Investment Management
Illinois
$505K +$2.56K +56 +0.5%
AI
419
Atria Investments
North Carolina
$504K -$45.3K -988 -8%
CCM
420
Cadence Capital Management
Massachusetts
$503K +$290K +6,344 +137%
AP
421
Advisor Partners
California
$498K -$118K -2,582 -19%
VCA
422
Verdence Capital Advisors
Maryland
$496K +$101K +2,215 +26%
EWA
423
EP Wealth Advisors
California
$495K +$6.13K +134 +1%
WTC
424
WhitTier Trust Company
Nevada
$486K -$123K -2,682 -20%
Impax Asset Management Group
425
Impax Asset Management Group
United Kingdom
$482K +$81K +1,770 +20%