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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 %
Federated Hermes
501
Federated Hermes
Pennsylvania
$229K -$540K -9,809 -70%
MSAM
502
Moloney Securities Asset Management
Missouri
$228K -$108K -1,966 -32%
CHA
503
Carmichael Hill & Associates
Maryland
$227K
LWM
504
Loveless Wealth Management
Montana
$223K
VFA
505
Valeo Financial Advisors
Indiana
$222K +$16.2K +294 +8%
DP
506
Dearborn Partners
Illinois
$220K -$27.4K -498 -11%
CCA
507
Checchi Capital Advisers
California
$220K -$20.9K -381 -9%
MC
508
Moors & Cabot
Massachusetts
$220K
JSL
509
JT Stratford LLC
Georgia
$220K +$220K +3,990 New
SMC
510
Smith, Moore & Co
Missouri
$219K -$32.4K -586 -13%
VPIM
511
Vanguard Personalized Indexing Management
California
$219K +$219K +3,975 New
KA
512
Kintegral Advisory
New York
$218K -$7K -127 -3%
BFC
513
Blue Fin Capital
Rhode Island
$218K -$6.22K -113 -3%
ANRIA
514
American National Registered Investment Advisor
Texas
$218K
O
515
Ossiam
France
$215K +$164K +2,987 +325%
TCM
516
Teza Capital Management
Illinois
$210K -$586K -10,653 -74%
RSWM
517
Robertson Stephens Wealth Management
California
$210K -$39.3K -717 -16%
SWM
518
SeaCrest Wealth Management
New York
$209K +$209K +3,787 New
GVAG
519
Great Valley Advisor Group
Delaware
$208K -$94.1K -1,709 -31%
RFC
520
Regions Financial Corp
Alabama
$207K -$27.5K -500 -12%
SBF
521
Sara-Bay Financial
Florida
$207K -$3.86K -70 -2%
BHA
522
Beech Hill Advisors
New York
$207K +$207K +3,750 New
DT
523
Diversified Trust
Tennessee
$204K +$204K +3,708 New
MW
524
Marcum Wealth
Ohio
$202K +$202K +3,674 New
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$197K