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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
526
Values First Advisors
Tennessee
$468K +$468K +5,717 New
SIAP
527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$464K -$180K -2,200 -28%
IEFM
528
IQ EQ Fund Management
Ireland
$461K +$104K +1,274 +29%
CFB
529
Cullen/Frost Bankers
Texas
$460K +$162K +1,980 +54%
GVAG
530
Great Valley Advisor Group
Delaware
$458K +$2.21K +27 +0.5%
JG
531
Jefferies Group
New York
$450K -$689K -8,420 -60%
AIM
532
Anchor Investment Management
South Carolina
$450K
9WM
533
9258 Wealth Management
Ohio
$445K +$491 +6 +0.1%
SAM
534
Strategy Asset Managers
California
$444K -$198K -2,422 -31%
KFS
535
Kurt F. Somerville
$442K +$32.8K +400 +8%
IA
536
IFG Advisory
Georgia
$437K -$15.3K -187 -3%
CNBT
537
Canandaigua National Bank & Trust
New York
$437K -$13.6K -166 -3%
SXL
538
Summit X LLC
Missouri
$426K +$81 +1 +0%
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$425K +$425K +5,249 New
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$424K
JSL
541
JT Stratford LLC
Georgia
$419K -$4.09K -50 -1%
WSCM
542
Wellington Shields Capital Management
New York
$417K
AAM
543
Azzad Asset Management
Virginia
$415K +$7.1K +87 +2%
FI
544
FormulaFolio Investments
Michigan
$413K +$129K +1,577 +45%
MC
545
Moors & Cabot
Massachusetts
$408K -$48.7K -597 -11%
ACS
546
Archford Capital Strategies
Illinois
$408K -$15K -183 -4%
GRP
547
Global Retirement Partners
California
$403K +$18.3K +224 +5%
DC
548
Davenport & Co
Virginia
$400K +$8.99K +110 +2%
CAM
549
Cresset Asset Management
Illinois
$400K +$18.6K +228 +5%
FPS
550
Fieldpoint Private Securities
Connecticut
$391K