WELL icon

Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
426
AlphaMark Advisors
Kentucky
$999K
AAS
427
Avantax Advisory Services
Texas
$982K +$230K +2,808 +31%
AI
428
Atria Investments
North Carolina
$981K +$981K +11,990 New
MIH
429
Meitav Investment House
Israel
$969K +$969K +11,844 New
HIM
430
Hotaling Investment Management
Pennsylvania
$952K -$8.43K -103 -0.9%
ACC
431
Accident Compensation Corp
New Zealand
$949K +$949K +11,600 New
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$945K -$19.7K -241 -2%
OI
433
Oakbrook Investments
Illinois
$943K -$352K -4,300 -27%
VI
434
Versor Investments
New York
$940K +$940K +11,500 New
WT
435
Whittier Trust
California
$933K +$982 +12 +0.1%
APA
436
American Portfolios Advisors
New York
$913K +$24.5K +300 +3%
CI
437
Cigna Investments
Connecticut
$907K -$95.3K -1,121 -10%
Capstone Investment Advisors
438
Capstone Investment Advisors
New York
$905K +$905K +11,068 +553,400%
DP
439
Dearborn Partners
Illinois
$902K +$17.2K +210 +2%
LOIM
440
Liberty One Investment Management
Illinois
$898K +$898K +10,982 New
SM
441
Sciencast Management
New Jersey
$898K +$898K +11,000 New
BCM
442
Bluefin Capital Management
New York
$878K +$878K +10,736 New
EWA
443
EP Wealth Advisors
California
$874K -$9.9K -121 -1%
PGFC
444
Peapack-Gladstone Financial Corp
New Jersey
$872K +$24.1K +295 +3%
APP
445
Avantax Planning Partners
Iowa
$868K +$9.48K +116 +1%
WI
446
WrapManager Inc
California
$852K -$27.3K -334 -3%
GAM
447
Gotham Asset Management
New York
$844K -$1.5M -18,355 -64%
CIC
448
Carnegie Investment Counsel
Ohio
$841K +$97.3K +1,190 +13%
AIL
449
AGF Investments LLC
Ontario, Canada
$829K +$399K +4,882 +93%
GBA
450
Garrison Bradford & Associates
New York
$826K +$20.4K +250 +3%