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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 %
IA
451
IFG Advisory
Georgia
$332K -$46.1K -837 -12%
VVP
452
Venture Visionary Partners
Ohio
$331K +$1.7K +31 +0.5%
CI
453
Conning Inc
Connecticut
$327K +$8.26K +150 +3%
SC
454
Scotia Capital
Ontario, Canada
$323K -$141K -2,557 -30%
KFS
455
Kurt F. Somerville
$323K +$5.5K +100 +2%
AG
456
AlphaSimPlex Group
Massachusetts
$320K +$320K +5,803 New
SBA
457
Secrest Blakey & Associates
North Carolina
$318K -$511K -9,294 -62%
CFGS
458
Concourse Financial Group Securities
Alabama
$317K +$30.8K +558 +11%
RMCM
459
Reynders McVeigh Capital Management
Massachusetts
$314K -$41.3K -750 -12%
IEFM
460
IQ EQ Fund Management
Ireland
$313K
MGWM
461
Marks Group Wealth Management
Minnesota
$313K +$7.06K +128 +2%
ACA
462
Anchor Capital Advisors
Massachusetts
$308K -$1.65K -30 -0.5%
HAG
463
HighPoint Advisor Group
Illinois
$308K +$512 +9 +0.2%
WAM
464
Wealthspire Advisors (Maryland)
Maryland
$299K +$299K +5,429 New
IA
465
IFP Advisors
Florida
$294K -$11.1K -201 -4%
ACS
466
Archford Capital Strategies
Illinois
$293K -$16.6K -302 -5%
DCM
467
Donaldson Capital Management
Indiana
$292K +$16.7K +303 +6%
AI
468
Atom Investors
Texas
$290K -$153K -2,768 -34%
MIM
469
Moseley Investment Management
Florida
$289K -$133K -2,414 -32%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$287K +$385 +7 +0.1%
LFAS
471
Level Four Advisory Services
Texas
$282K -$6.61K -120 -2%
WRM
472
Weybosset Research & Management
Rhode Island
$278K +$278K +5,050 New
NA
473
NewEdge Advisors
Louisiana
$277K -$27.8K -505 -9%
GRP
474
Global Retirement Partners
California
$277K +$12.1K +220 +5%
B
475
Barings
North Carolina
$274K +$274K +4,974 New