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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 %
LAS
576
Lloyd Advisory Services
Georgia
$118K -$213K
HI
577
Hudock Inc
Pennsylvania
$112K +$35.5K +781 +46%
LFASL
578
Lugano Financial Advisors SA (LFA)
Switzerland
$110K
Bank Julius Baer & Co
579
Bank Julius Baer & Co
Switzerland
$109K +$109K +2,374 New
VFA
580
Valeo Financial Advisors
Indiana
$108K -$7.44K -135 -6%
FQ
581
First Quadrant
California
$105K
LWM
582
Liberty Wealth Management
California
$103K -$3.34K -73 -3%
QCG
583
Quadrant Capital Group
Ohio
$101K -$2.71K -57 -3%
KTC
584
Kistler-Tiffany Companies
Pennsylvania
$94K
AIC
585
Ameritas Investment Company
Nebraska
$94K +$12.6K +277 +15%
PCG
586
Private Capital Group
Connecticut
$92K +$46.9K +1,021 +104%
FHA
587
Flagship Harbor Advisors
Massachusetts
$91K -$16.3K -358 -15%
OPS
588
Orion Portfolio Solutions
Nebraska
$88K -$111K -2,426 -56%
BFEC
589
Benjamin F. Edwards & Company
Missouri
$87K +$14.8K +324 +21%
M
590
Mirova
France
$85K -$24.7K -538 -22%
CFN
591
Cordasco Financial Network
Florida
$85K -$4.45K -97 -5%
AIM
592
Arcadia Investment Management
Michigan
$81K
M
593
MOTCO
Texas
$79K +$2.8K +61 +4%
AIM
594
AIA Investment Management
Singapore
$78K +$6.72K +146 +9%
WT
595
Washington Trust
Rhode Island
$78K +$78K +1,690 New
BBHC
596
Brown Brothers Harriman & Co
New York
$77K -$107K -2,321 -58%
AT
597
Arden Trust
Delaware
$73K +$73K +1,605 New
HDIM
598
Hanson & Doremus Investment Management
Vermont
$69K
PA
599
Parallel Advisors
California
$67K -$38K -839 -36%
EW
600
Evoke Wealth
California
$64.4K -$134K -2,935 -68%