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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
MCCP
651
Mission Creek Capital Partners
California
$232K +$232K +2,835 New
BHWM
652
Bay Harbor Wealth Management
Maryland
$229K +$735 +9 +0.3%
WIC
653
Woodmont Investment Counsel
Tennessee
$226K
LC
654
LCNB Corp
Ohio
$226K +$6.69K +82 +3%
KP
655
Keel Point
Alabama
$226K +$41.8K +512 +23%
TNB
656
Thomasville National Bank
Georgia
$225K -$13.7K -168 -6%
BCM
657
BTR Capital Management
California
$223K -$11.8K -145 -5%
ACM
658
Allred Capital Management
Texas
$222K -$123K -1,503 -36%
RHBC
659
R.H. Bluestein & Co
Michigan
$221K +$24.6K +300 +13%
CCP
660
Corient Capital Partners
California
$218K -$45K -552 -17%
AI
661
Accredited Investors
Minnesota
$218K +$218K +2,664 New
FM
662
Family Management
New York
$218K +$218K +2,666 New
WF
663
Welch & Forbes
Massachusetts
$216K
IB
664
Intrust Bank
Kansas
$213K -$23.7K -289 -10%
LAS
665
Lloyd Advisory Services
Georgia
$213K
AIM
666
Aurora Investment Managers
Florida
$211K +$211K +2,583 New
BCI
667
Brinker Capital Investments
Pennsylvania
$209K -$4.9K -60 -2%
WBG
668
Wharton Business Group
Pennsylvania
$209K
SF
669
Synovus Financial
Georgia
$209K +$57K +693 +38%
FT
670
Fiduciary Trust
Massachusetts
$207K +$14.1K +172 +7%
EDRH
671
Edmond de Rothschild Holding
Switzerland
$206K +$206K +2,524 New
WP
672
WealthSource Partners
California
$205K -$327 -4 -0.2%
MIFH
673
Migdal Insurance & Financial Holdings
Israel
$205K +$13.3K +162 +7%
HS
674
Haafor (Singapore)
Singapore
$205K +$205K +2,504 New
SFG
675
SNS Financial Group
Minnesota
$204K