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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 %
CIA
551
CSat Investment Advisory
Michigan
$88K +$5.71K +104 +7%
NFG
552
Next Financial Group
Texas
$85K +$85K +1,553 New
HDIM
553
Hanson & Doremus Investment Management
Vermont
$83K
PW
554
Price Wealth
Texas
$82K +$79K +1,439 +2,665%
T
555
TOBAM
France
$79K +$79K +1,426 New
NL
556
NVWM LLC
Pennsylvania
$77K
GWS
557
Glassman Wealth Services
Virginia
$75K +$2.09K +38 +3%
PA
558
Parallel Advisors
California
$74K -$384 -7 -0.5%
AIM
559
Arcadia Investment Management
Michigan
$72K -$26.1K -471 -27%
FBT
560
First Bank & Trust
South Dakota
$71K -$160K -2,909 -69%
PCG
561
Private Capital Group
Connecticut
$69K -$19.9K -362 -22%
PK
562
Pflug Koory
Nebraska
$69K
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$67K +$40.2K +731 +150%
GEA
564
Glen Eagle Advisors
New Jersey
$66.2K +$5.29K +96 +9%
OSNBOA
565
Old Second National Bank of Aurora
Illinois
$66K +$17.4K +315 +36%
NNP
566
Nachman Norwood & Parrott
South Carolina
$65K +$65K +1,180 New
PCM
567
Prelude Capital Management
New York
$57K -$202K -3,638 -78%
CFN
568
Cordasco Financial Network
Florida
$57K -$5.43K -98 -9%
BFC
569
Bedel Financial Consulting
Indiana
$57K +$54.7K +990 +2,357%
CAL
570
Capital Analysts LLC
Pennsylvania
$56K -$1.33K -24 -2%
HFM
571
Hartford Financial Management
Connecticut
$55K
MCA
572
Mercer Capital Advisers
New Jersey
$55K
CFO
573
CVA Family Office
Colorado
$54K
CWC
574
Carolinas Wealth Consulting
North Carolina
$51K -$13K -235 -20%
ST
575
Smithfield Trust
Pennsylvania
$50K -$3.89K -70 -7%