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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 %
NL
601
NVWM LLC
Pennsylvania
$64K
LC
602
Lindbrook Capital
California
$61K -$33.5K -735 -35%
MIFH
603
Migdal Insurance & Financial Holdings
Israel
$60K -$55K -1,197 -48%
TRCT
604
Tower Research Capital (TRC)
New York
$60K -$37.6K -814 -39%
SCA
605
Stonebridge Capital Advisors
Minnesota
$60K -$4.75K -103 -7%
OSNBOA
606
Old Second National Bank of Aurora
Illinois
$59K
MWM
607
MBE Wealth Management
Wisconsin
$58K +$58K +1,269 New
WAP
608
Wealthcare Advisory Partners
Pennsylvania
$57K -$86.7K -1,878 -60%
PK
609
Pflug Koory
Nebraska
$57K
GWS
610
Glassman Wealth Services
Virginia
$57K +$48.8K +1,071 +595%
TCOV
611
Trust Company of Vermont
Vermont
$56K -$5.79K -128 -9%
AF
612
Advisornet Financial
Minnesota
$56K +$276 +6 +0.5%
ST
613
Smithfield Trust
Pennsylvania
$54K -$9.65K -210 -15%
NFG
614
Next Financial Group
Texas
$52K +$3.81K +83 +8%
VCP
615
Verus Capital Partners
Arizona
$50K +$17.5K +385 +54%
Marshall Wace
616
Marshall Wace
United Kingdom
$50K +$50K +1,084 New
GSWM
617
Golden State Wealth Management
California
$50K +$50K +1,098 New
CIA
618
CSat Investment Advisory
Michigan
$48K +$4.9K +107 +11%
ACA
619
Atlas Capital Advisors
Wyoming
$47.7K -$117K -2,556 -71%
CAL
620
Capital Analysts LLC
Pennsylvania
$47K -$754K -16,498 -94%
CAC
621
Certified Advisory Corp
Florida
$47K +$46 +1 +0.1%
WQ
622
Wealth Quarterback
New Jersey
$46.2K -$157K -3,502 -77%
HFM
623
Hartford Financial Management
Connecticut
$46K -$27.6K -600 -38%
MCA
624
Mercer Capital Advisers
New Jersey
$46K
FANJ
625
Financial Architects (New Jersey)
New Jersey
$44K