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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 %
AWA
576
Arkadios Wealth Advisors
Georgia
$334K +$334K +3,812 New
SRSA
577
S.R. Schill & Associates
Washington
$334K
CWM
578
Campbell Wealth Management
Virginia
$333K +$1.64K +20 +0.5%
AAMU
579
AEGON Asset Management (UK)
United Kingdom
$332K +$332K +4,067 New
PCS
580
Personal CFO Solutions
New Jersey
$331K
LWM
581
Loveless Wealth Management
Montana
$330K +$330K +4,050 New
First Manhattan
582
First Manhattan
New York
$327K -$5.48K -67 -2%
IIM
583
Ipswich Investment Management
Massachusetts
$327K
BBHC
584
Brown Brothers Harriman & Co
New York
$327K +$7.36K +90 +2%
CCA
585
Checchi Capital Advisers
California
$326K -$1.15K -14 -0.4%
ANRIA
586
American National Registered Investment Advisor
Texas
$323K
BRWM
587
B. Riley Wealth Management
Tennessee
$321K +$5.82K +71 +2%
BHA
588
Beech Hill Advisors
New York
$321K +$14.3K +175 +5%
BG
589
Bahl & Gaynor
Ohio
$317K
NL
590
NWAM LLC
Washington
$317K
PCM
591
Penserra Capital Management
California
$316K +$117K +1,384 +58%
FLPIM
592
F.L. Putnam Investment Management
Massachusetts
$315K +$3.44K +42 +1%
CG
593
CFO4Life Group
Texas
$315K +$8.42K +103 +3%
MIM
594
Moseley Investment Management
Florida
$313K +$79.6K +974 +34%
RIA
595
Regal Investment Advisors
Michigan
$311K -$4.01K -49 -1%
CFD
596
Creative Financial Designs
Indiana
$309K +$3.44K +43 +1%
TW
597
TrinityPoint Wealth
Connecticut
$305K
SFA
598
Sequoia Financial Advisors
Ohio
$301K -$19.6K -239 -6%
SIA
599
Strategic Investment Advisors
Michigan
$301K +$8.35K +102 +3%
SWM
600
SeaCrest Wealth Management
New York
$297K -$72.1K -881 -20%