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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 %
PA
401
Profund Advisors
Maryland
$544K -$26K -473 -5%
D.E. Shaw & Co
402
D.E. Shaw & Co
New York
$541K -$5.94M -107,875 -92%
HNB
403
Huntington National Bank
Ohio
$540K -$34.9K -634 -6%
PCAP
404
Pratt Collard Advisory Partners
New York
$538K -$7.72K -140 -1%
EWA
405
EP Wealth Advisors
California
$535K +$27.7K +503 +5%
UIM
406
USS Investment Management
United Kingdom
$529K
BCI
407
Brinker Capital Investments
Pennsylvania
$526K +$526K +9,551 New
EPWM
408
Essex Private Wealth Management
Massachusetts
$519K +$2.31K +42 +0.4%
OIA
409
OneDigital Investment Advisors
Kansas
$506K -$26.4K -479 -5%
JWM
410
Jeppson Wealth Management
California
$506K +$506K +9,178 New
ECM
411
Everence Capital Management
Indiana
$501K
PCM
412
Penserra Capital Management
California
$500K +$165K +3,008 +49%
CIC
413
Carnegie Investment Counsel
Ohio
$481K -$42.9K -780 -8%
AUB
414
Atlantic Union Bankshares
Virginia
$465K -$23.4K -425 -5%
MAS
415
Madden Advisory Services
Florida
$464K -$4.68K -85 -1%
GBA
416
Garrison Bradford & Associates
New York
$452K -$82.6K -1,500 -15%
Wealthfront Advisers
417
Wealthfront Advisers
California
$451K +$191K +3,464 +73%
SAS
418
Stelac Advisory Services
New York
$448K +$232K +4,205 +107%
KPWS
419
Kestra Private Wealth Services
Texas
$434K +$434K +7,886 New
GWM
420
Geneos Wealth Management
Colorado
$428K +$213 +4 +0%
FMBTD
421
First Midwest Bank Trust Division
Illinois
$427K -$24.1K -437 -5%
FCI
422
Financial Counselors Inc
Kansas
$427K -$17.9K -325 -4%
SFG
423
Summit Financial Group
West Virginia
$427K
Jones Financial Companies
424
Jones Financial Companies
Missouri
$423K -$221K -4,014 -34%
Lazard Asset Management
425
Lazard Asset Management
New York
$419K +$238K +4,331 +131%