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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 %
CCB
501
Cutter & Co Brokerage
Missouri
$287K +$287K +4,489 New
PAMG
502
Patton Albertson Miller Group
Tennessee
$284K -$46.8K -1,020 -14%
VWA
503
Visionary Wealth Advisors
Illinois
$282K +$16.8K +367 +6%
JT
504
Jump Trading
Illinois
$282K +$282K +6,149 New
Parallax Volatility Advisers
505
Parallax Volatility Advisers
California
$280K +$145K +3,156 +107%
WRM
506
Weybosset Research & Management
Rhode Island
$276K
KWM
507
Kingsview Wealth Management
Oregon
$272K -$1.78K -39 -0.7%
MERSOM
508
Municipal Employees' Retirement System of Michigan
Michigan
$266K +$3.66K +80 +1%
CI
509
Conning Inc
Connecticut
$264K -$7.59K -166 -3%
TNB
510
Thomasville National Bank
Georgia
$264K +$15.2K +168 +6%
IEFM
511
IQ EQ Fund Management
Ireland
$260K +$2.24K +49 +0.9%
MIM
512
Moseley Investment Management
Florida
$260K +$84.8K +1,855 +48%
SIAP
513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$259K
CNBT
514
Canandaigua National Bank & Trust
New York
$259K +$14K +306 +6%
EGM
515
Engineers Gate Manager
New York
$257K +$257K +5,615 New
CFB
516
Cullen/Frost Bankers
Texas
$256K -$1.92K -42 -0.7%
GVAG
517
Great Valley Advisor Group
Delaware
$253K -$3.48K -76 -1%
HIC
518
Holderness Investments Company
North Carolina
$252K -$24.1K -525 -9%
AIM
519
Anchor Investment Management
South Carolina
$252K
ACS
520
Archford Capital Strategies
Illinois
$251K +$22.6K +492 +10%
CG
521
Caprock Group
Idaho
$250K +$250K +5,468 New
KFS
522
Kurt F. Somerville
$247K
JIC
523
Johnson Investment Counsel
Ohio
$246K +$246K +5,364 New
DC
524
Davenport & Co
Virginia
$241K +$16.4K +358 +7%
PCS
525
Personal CFO Solutions
New Jersey
$240K +$55.2K +1,207 +30%