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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 %
GLA
526
Great Lakes Advisors
Illinois
$239K +$45.1K +985 +23%
PCM
527
Penserra Capital Management
California
$239K +$72.7K +1,640 +44%
9WM
528
9258 Wealth Management
Ohio
$238K -$11.3K -247 -5%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$238K +$137 +3 +0.1%
AA
530
Argent Advisors
Louisiana
$237K +$237K +5,178 New
CIBC World Market
531
CIBC World Market
Ontario, Canada
$234K -$171K -3,730 -42%
AAM
532
Azzad Asset Management
Virginia
$234K +$1.05K +23 +0.5%
WSCM
533
Wellington Shields Capital Management
New York
$233K
APC
534
Aspire Private Capital
North Carolina
$233K -$374K
FI
535
FormulaFolio Investments
Michigan
$233K +$1.97K +43 +0.9%
CCA
536
Checchi Capital Advisers
California
$231K +$48.7K +1,065 +27%
JG
537
Jefferies Group
New York
$230K -$22.1K -483 -9%
AP
538
Advisors Preferred
Maryland
$229K +$229K +5,005 New
CFGS
539
Concourse Financial Group Securities
Alabama
$225K -$192K -4,197 -46%
RFC
540
Regions Financial Corp
Alabama
$223K -$41.1K -896 -16%
WAM
541
Wealthspire Advisors (Maryland)
Maryland
$221K -$48.7K -1,066 -18%
VFA
542
Values First Advisors
Tennessee
$220K -$41.3K -902 -16%
FPS
543
Fieldpoint Private Securities
Connecticut
$220K +$1.1K +24 +0.5%
SMC
544
Smith, Moore & Co
Missouri
$218K +$274 +6 +0.1%
AWA
545
ARS Wealth Advisors
Florida
$216K +$4.5K +98 +2%
HI
546
Horizon Investments
North Carolina
$213K -$1.6K -35 -0.7%
GT
547
Glenview Trust
Kentucky
$211K -$7.6K -166 -3%
O
548
Ossiam
France
$209K -$1.39M -30,351 -87%
CHA
549
Carmichael Hill & Associates
Maryland
$208K
SRSA
550
S.R. Schill & Associates
Washington
$207K +$20.1K +440 +11%