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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 %
GFPC
626
Global Financial Private Client
Florida
$42K +$3.49K +86 +9%
JCM
627
Jacobi Capital Management
Pennsylvania
$42K -$3.58K -78 -8%
FHA
628
First Horizon Advisors
Tennessee
$41K -$38.9K -859 -49%
KPW
629
Kore Private Wealth
New York
$41K -$34.6K -762 -46%
BCA
630
Berman Capital Advisors
Georgia
$41K +$11.8K +265 +40%
CFO
631
CVA Family Office
Colorado
$41K +$41K +895 New
SWA
632
Sutton Wealth Advisors
Florida
$40.1K +$30.8K +673 +332%
CA
633
Clearstead Advisors
Ohio
$40K +$40K +868 New
RDWM
634
Red Door Wealth Management
Tennessee
$40K +$40K +884 New
TC
635
Trust Company
Kansas
$39K
EI
636
Ellevest Inc
New York
$39K +$17.9K +392 +85%
HFM
637
Harvest Fund Management
China
$38K +$8.94K +200 +31%
FWM
638
Focused Wealth Management
New York
$37K -$55.5K -1,199 -60%
WB
639
Webster Bank
Connecticut
$37K
SIS
640
Sound Income Strategies
Florida
$37K +$13.8K +300 +59%
TC
641
Truvestments Capital
Florida
$35K +$35K +780 New
BAM
642
Barrett Asset Management
New York
$34K -$17.1K -378 -34%
AF
643
Allworth Financial
California
$34K -$1.88K -41 -5%
GEA
644
Glen Eagle Advisors
New Jersey
$32.7K -$1.51K -33 -4%
HWA
645
HHM Wealth Advisors
Tennessee
$32K +$32K +700 New
BWM
646
BerganKDV Wealth Management
Minnesota
$30K
OAJ
647
Ogorek Anthony Joseph
New York
$29K
DSC
648
Duncker Streett & Co
Missouri
$27K
CAN
649
Claraphi Advisory Network
United States
$27K +$27K +600 New
PB
650
Pinnacle Bancorp
Nebraska
$25K