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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 %
FPGK
426
Financial Partners Group (Kansas)
Kansas
$415K +$415K +7,529 New
AA
427
Argent Advisors
Louisiana
$414K +$36.6K +664 +10%
DZ Bank
428
DZ Bank
Germany
$399K -$1.68M -30,481 -81%
VWA
429
Visionary Wealth Advisors
Illinois
$399K +$53.9K +978 +16%
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$398K -$38.5K -700 -9%
PWW
431
Pettyjohn Wood & White
Virginia
$392K +$5.51K +100 +1%
AIA
432
Armor Investment Advisors
North Carolina
$388K -$5.51K -100 -1%
ECM
433
ExodusPoint Capital Management
New York
$384K +$384K +6,973 New
BMA
434
Brooks Moore & Associates
Tennessee
$383K
AWM
435
AE Wealth Management
Kansas
$377K -$104K -1,879 -22%
SAG
436
Spotlight Asset Group
Illinois
$375K +$826 +15 +0.2%
Lido Advisors
437
Lido Advisors
California
$370K +$7.87K +143 +2%
EI
438
Ethic Inc
New York
$369K +$369K +6,690 New
Verition Fund Management
439
Verition Fund Management
Connecticut
$368K +$368K +6,676 New
AIP
440
Ameritas Investment Partners
Nebraska
$365K
LNC
441
Lincoln National Corp
Pennsylvania
$364K -$16.7K -304 -4%
WTC
442
WhitTier Trust Company
Nevada
$357K -$51.8K -941 -13%
ST
443
Sabal Trust
Florida
$352K -$20.4K -371 -5%
FHB
444
First Hawaiian Bank
Hawaii
$351K -$5.19K -94 -1%
ARMC
445
American Research & Management Company
Massachusetts
$349K
WKWM
446
Walter & Keenan Wealth Management
Indiana
$347K -$317K -5,750 -48%
MMG
447
Monetary Management Group
Missouri
$347K +$33K +600 +11%
VFA
448
Values First Advisors
Tennessee
$346K +$63.1K +1,147 +22%
AII
449
AGF Investments Inc
Ontario, Canada
$336K -$754K -13,664 -69%
ASN
450
Advisory Services Network
Georgia
$336K -$114K -2,076 -25%