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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 %
AAP
626
Arax Advisory Partners
Colorado
$17K +$168 +3 +1%
AIM
627
Anchor Investment Management
South Carolina
$16.5K -$286K -5,200 -95%
SLF
628
Sun Life Financial
Ontario, Canada
$14K -$466K -8,414 -97%
HFM
629
Harvest Fund Management
China
$14K -$153K -2,702 -92%
TI
630
tru Independence
Oregon
$14K -$15.8K -296 -53%
RWA
631
Ropes Wealth Advisors
Massachusetts
$14K
IRC
632
Investors Research Corp
Georgia
$14K
EARNEST Partners
633
EARNEST Partners
Georgia
$14K
EW
634
Evoke Wealth
California
$13K -$20.2K -359 -61%
SSB
635
Sandy Spring Bank
Maryland
$13K
PMFA
636
Plante Moran Financial Advisors
Michigan
$12K
SFSIG
637
San Francisco Sentry Investment Group
California
$12K +$1.29K +24 +12%
CI
638
CX Institutional
Indiana
$12K +$5.05K +93 +73%
FP
639
Financial Perspectives
Minnesota
$11.9K
CB
640
Community Bank
New York
$11K -$6.6K -120 -38%
HB
641
Horizon Bancorp
Indiana
$11K +$1.42K +26 +15%
CCM
642
Chiron Capital Management
Florida
$11K +$11K +200 New
ME
643
McIlrath & Eck
Washington
$10K
BWA
644
BDO Wealth Advisors
Florida
$9K
PFS
645
Prospera Financial Services
Texas
$8K -$212K -3,782 -96%
IFAM
646
Institutional & Family Asset Management
Colorado
$8K -$2.27K -42 -22%
BAM
647
Bellevue Asset Management
Washington
$8K
SWM
648
Selective Wealth Management
Virginia
$8K
TPWA
649
TRUE Private Wealth Advisors
Oregon
$8K
AW
650
Avion Wealth
Texas
$8K