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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 %
JCM
576
Jacobi Capital Management
Pennsylvania
$50K
HWA
577
HHM Wealth Advisors
Tennessee
$50K
FCH
578
Freestone Capital Holdings
Washington
$49.2K +$49.2K +893 New
CA
579
Clearstead Advisors
Ohio
$48K -$12.4K -224 -20%
TH
580
TCTC Holdings
Texas
$47K
TC
581
Trust Company
Kansas
$47K
FHA
582
First Horizon Advisors
Tennessee
$47K +$2.77K +50 +6%
KTC
583
Kistler-Tiffany Companies
Pennsylvania
$45K -$27.1K -494 -38%
WB
584
Webster Bank
Connecticut
$45K
FGA
585
Fortis Group Advisors
New Jersey
$45K +$45K +818 New
AF
586
Advisornet Financial
Minnesota
$43K +$273 +5 +0.6%
BAM
587
Barrett Asset Management
New York
$41K
ZB
588
Zions Bancorporation
Utah
$40K +$1.33K +24 +3%
SIS
589
Sound Income Strategies
Florida
$39K +$1.7K +31 +5%
FWM
590
Focused Wealth Management
New York
$38K +$55 +1 +0.1%
BWL
591
Bogart Wealth LLC
Virginia
$36K -$1.96K -36 -5%
LC
592
Lindbrook Capital
California
$33K +$55 +1 +0.2%
FHA
593
Flagship Harbor Advisors
Massachusetts
$32K -$9.32K -171 -23%
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$31K +$5.14K +94 +20%
BCA
595
Berman Capital Advisors
Georgia
$30K -$108 -2 -0.4%
PB
596
Pinnacle Bancorp
Nebraska
$30K
AF
597
Allworth Financial
California
$28K -$13.5K -241 -33%
NSIM
598
North Star Investment Management
Illinois
$28K
HCM
599
Highlander Capital Management
New Jersey
$28K
GI
600
Gradient Investments
Minnesota
$28K