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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
476
Armor Investment Advisors
North Carolina
$327K -$18.3K -400 -5%
PI
477
Putnam Investments
Massachusetts
$326K -$50K -1,093 -13%
WorldQuant Millennium Advisors
478
WorldQuant Millennium Advisors
New York
$323K -$59.9K -1,310 -16%
GBT
479
Grove Bank & Trust
Florida
$323K +$24.9K +544 +8%
AII
480
AGF Investments Inc
Ontario, Canada
$321K +$321K +7,022 New
RMCM
481
Reynders McVeigh Capital Management
Massachusetts
$319K -$81.4K -1,779 -20%
LNC
482
Lincoln National Corp
Pennsylvania
$317K -$5.12K -112 -2%
N
483
Natixis
France
$317K +$317K +6,922 New
EWM
484
Evercore Wealth Management
New York
$316K -$35K -763 -10%
AIP
485
Ameritas Investment Partners
Nebraska
$316K +$1.96K +43 +0.6%
DCM
486
Donaldson Capital Management
Indiana
$315K +$27K +591 +9%
SAG
487
Spotlight Asset Group
Illinois
$313K +$1.69K +37 +0.5%
HAG
488
HighPoint Advisor Group
Illinois
$312K -$7.22K -164 -2%
Two Sigma Investments
489
Two Sigma Investments
New York
$312K +$312K +6,823 New
NA
490
NewEdge Advisors
Louisiana
$311K -$93.2K -2,035 -23%
WPP
491
Whalerock Point Partners
Rhode Island
$309K +$150K +3,275 +94%
ARMC
492
American Research & Management Company
Massachusetts
$304K -$5.32K -116 -2%
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$301K -$3.79M -82,876 -93%
VVP
494
Venture Visionary Partners
Ohio
$300K -$13.7K -300 -4%
WANY
495
Wealthspire Advisors (New York)
New York
$299K +$299K +6,542 New
EDRH
496
Edmond de Rothschild Holding
Switzerland
$298K +$182K +3,974 +157%
IA
497
IFG Advisory
Georgia
$297K +$52.9K +1,158 +22%
LNB
498
Ledyard National Bank
$295K -$8.25K -180 -3%
MMG
499
Monetary Management Group
Missouri
$294K
PFBT
500
Parkside Financial Bank & Trust
Missouri
$293K +$8.33K +182 +3%