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Welltower

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
651
Jones Financial Companies
Missouri
$212K +$212K +2,330 New
OWD
652
Osborn Williams & Donohoe
Ohio
$211K +$211K +2,325 New
LIM
653
Leavell Investment Management
Alabama
$210K -$33.6K -370 -14%
NFG
654
Next Financial Group
Texas
$209K -$112K -1,232 -35%
CWM
655
Circle Wealth Management
New Jersey
$207K +$207K +2,279 New
RA
656
RFG Advisory
Alabama
$207K +$207K +2,286 New
CL
657
Choreo LLC
Illinois
$206K +$206K +2,269 New
GIA
658
Guyasuta Investment Advisors
Pennsylvania
$206K +$206K +2,274 New
KP
659
Keel Point
Alabama
$205K -$42.7K -470 -17%
FAIM
660
Financial Advocates Investment Management
Washington
$205K +$205K +2,255 New
SCM
661
Stellar Capital Management
Arizona
$204K +$204K +2,250 New
SDWMA
662
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$203K +2,235 New
LW
663
Linscomb Wealth
Texas
$203K +$203K +2,238 New
EAM
664
Evanson Asset Management
California
$201K +$201K +2,218 New
LWM
665
Liberty Wealth Management
California
$198K +$5.85K +66 +3%
Carson Wealth (CWM LLC)
666
Carson Wealth (CWM LLC)
Nebraska
$197K
LC
667
Lindbrook Capital
California
$183K -$4.09K -45 -2%
FWM
668
Focused Wealth Management
New York
$180K +$1.09K +12 +0.6%
AssetMark Inc
669
AssetMark Inc
California
$172K +$15K +165 +10%
EAM
670
Eventide Asset Management
Massachusetts
$172K +$172K +1,900 New
M
671
MOTCO
Texas
$168K -$12.5K -138 -7%
SF
672
Synovus Financial
Georgia
$166K +$29.3K +326 +21%
AIM
673
Arcadia Investment Management
Michigan
$161K
FHA
674
First Horizon Advisors
Tennessee
$160K -$11.9K -131 -7%
CFN
675
Cordasco Financial Network
Florida
$159K +$44.9K +496 +39%