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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 %
ATC
451
Argent Trust Co
Tennessee
$825K +$79.2K +969 +11%
AAIM
452
American Assets Investment Management
California
$818K
BC
453
Brinker Capital
Pennsylvania
$808K -$50.6K -619 -6%
SSWM
454
Sheets Smith Wealth Management
North Carolina
$806K -$26.6K -325 -3%
SWP
455
Stratos Wealth Partners
Ohio
$802K -$54.7K -669 -6%
WIA
456
Wealthstreet Investment Advisors
Texas
$794K
SPC
457
Sigma Planning Corp
Michigan
$792K -$44.8K -548 -5%
HH
458
Hilltop Holdings
Texas
$789K +$32.5K +397 +4%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$786K +$4.09K +50 +0.5%
GAM
460
Griffin Asset Management
New York
$770K +$1.15K +14 +0.1%
EPWM
461
Essex Private Wealth Management
Massachusetts
$768K +$768K +9,392 New
LFAS
462
Level Four Advisory Services
Texas
$753K +$10.5K +129 +1%
FCI
463
Financial Counselors Inc
Kansas
$750K
CFGS
464
Concourse Financial Group Securities
Alabama
$745K +$548K +6,698 +277%
ECM
465
Everence Capital Management
Indiana
$744K +$8.18K +100 +1%
FMBTD
466
First Midwest Bank Trust Division
Illinois
$738K +$104K +1,274 +16%
CIBC World Market
467
CIBC World Market
Ontario, Canada
$722K -$501K -6,133 -41%
NA
468
NewEdge Advisors
Louisiana
$721K -$63.8K -781 -8%
RS
469
Robeco Schweiz
Switzerland
$721K +$721K +8,900 New
GWM
470
Geneos Wealth Management
Colorado
$719K -$81.3K -1,005 -10%
Impax Asset Management Group
471
Impax Asset Management Group
United Kingdom
$717K +$717K +8,769 New
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$716K +$22.5K +275 +3%
IWM
473
IHT Wealth Management
Illinois
$705K -$60.1K -735 -8%
VCA
474
Verdence Capital Advisors
Maryland
$705K -$33.3K -407 -5%
Los Angeles Capital Management
475
Los Angeles Capital Management
California
$697K -$10.2K -125 -1%