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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 %
CNC
476
Canandaigua National Corp
New York
$269K -$6.01K -109 -2%
WPP
477
Whalerock Point Partners
Rhode Island
$269K -$6.48M -6,487 -96%
V
478
Veritable
Delaware
$266K -$161K -2,925 -38%
WA
479
Wambolt & Associates
Colorado
$266K +$266K +4,822 New
SWP
480
Stratos Wealth Partners
Ohio
$265K -$153K -2,773 -37%
DILIC
481
Dai-ichi Life Insurance Company
Japan
$264K -$1.52M -27,563 -85%
GT
482
Glenmede Trust
Pennsylvania
$262K -$64K -1,165 -20%
LC
483
LCNB Corp
Ohio
$261K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$259K -$88.2K -1,600 -25%
AWA
485
ARS Wealth Advisors
Florida
$259K
CFB
486
Cullen/Frost Bankers
Texas
$256K -$95.7K -1,735 -27%
9WM
487
9258 Wealth Management
Ohio
$255K -$7.47K -139 -3%
KWM
488
Kingsview Wealth Management
Oregon
$252K -$143K -2,598 -36%
MAM
489
Meeder Asset Management
Ohio
$245K +$201K +3,654 +458%
RC
490
RegentAtlantic Capital
New Jersey
$242K +$242K +4,410 New
APA
491
American Portfolios Advisors
New York
$240K -$47.4K -860 -16%
HIS
492
Harvest Investment Services
Illinois
$239K -$4.67K -85 -2%
IWM
493
IHT Wealth Management
Illinois
$238K -$10.2K -185 -4%
CCB
494
Cutter & Co Brokerage
Missouri
$237K -$9.93K -180 -4%
DBRC
495
D.B. Root & Company
Pennsylvania
$237K +$990 +18 +0.4%
BG
496
Bollard Group
Massachusetts
$235K
LS
497
Livforsakringsbolaget Skandia
Sweden
$234K
GLA
498
Good Life Advisors
Pennsylvania
$233K +$16.1K +294 +7%
FI
499
FormulaFolio Investments
Michigan
$231K -$30.6K -557 -12%
HI
500
Horizon Investments
North Carolina
$230K -$205K -3,763 -47%