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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 %
MRCM
651
M&R Capital Management
New Jersey
$7K
NFSG
652
Newbridge Financial Services Group
Florida
$7K +$7K +118 New
TCOV
653
Trust Company of Vermont
Vermont
$6K -$48.5K -809 -89%
RA
654
Rational Advisors
New York
$6K -$26.9K -516 -82%
NIM
655
NuWave Investment Management
New Jersey
$6K -$26.9K -516 -82%
MSFP
656
Mark Sheptoff Financial Planning
Connecticut
$6K -$7.8K -130 -57%
FRA
657
Front Row Advisors
California
$6K -$255 -4 -4%
DAM
658
Delta Asset Management
Tennessee
$6K
IAS
659
IMA Advisory Services
Colorado
$6K
PFA
660
Professional Financial Advisors
Nebraska
$6K +$6K +112 New
WPA
661
West Paces Advisors
Georgia
$5.51K
PCIA
662
Prime Capital Investment Advisors
Kansas
$5K -$9.33K -168 -65%
AWM
663
Avior Wealth Management
Nebraska
$5K
APC
664
Aspire Private Capital
North Carolina
$5K +$5K +95 New
RFA
665
Reilly Financial Advisors
California
$4K
PWMG
666
Prestige Wealth Management Group
New Jersey
$4K
WCG
667
Weaver Consulting Group
California
$4K
SL
668
Savior LLC
Massachusetts
$4K
IBOK
669
Independence Bank of Kentucky
Kentucky
$4K +$4K +72 New
HIA
670
Harbor Investment Advisory
Maryland
$3K -$4.8K -80 -62%
BBHC
671
Brown Brothers Harriman & Co
New York
$3K -$246 -5 -8%
TFO
672
Tarbox Family Office
California
$3K
ST
673
Sageworth Trust
Pennsylvania
$3K
BC
674
Bartlett & Co
Ohio
$3K
EWA
675
Evolution Wealth Advisors
Florida
$3K