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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 %
IFWM
676
Institute for Wealth Management
Colorado
$204K +$8.52K +104 +4%
AUB
677
Atlantic Union Bankshares
Virginia
$200K
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$197K
M
679
Mirova
France
$196K +$102K +1,246 +109%
CMBA
680
C.M. Bidwell & Associates
Hawaii
$193K -$232K -2,840 -55%
FHA
681
Flagship Harbor Advisors
Massachusetts
$193K -$1.48K -18 -0.8%
PA
682
Parallel Advisors
California
$190K -$2.21K -27 -1%
LWM
683
Liberty Wealth Management
California
$190K +$7.52K +92 +4%
FQ
684
First Quadrant
California
$187K -$229K -2,800 -55%
BUB
685
BBVA USA Bancshares
Texas
$176K +$176K +2,150 New
TRCT
686
Tower Research Capital (TRC)
New York
$173K -$459K -5,608 -73%
VFA
687
Valeo Financial Advisors
Indiana
$171K +$49.9K +611 +41%
LC
688
Lindbrook Capital
California
$170K +$4.92K +60 +3%
QCG
689
Quadrant Capital Group
Ohio
$165K -$47.8K -632 -22%
FWM
690
Focused Wealth Management
New York
$163K +$978 +12 +0.6%
CFN
691
Cordasco Financial Network
Florida
$159K +$15.7K +192 +11%
Rockefeller Capital Management
692
Rockefeller Capital Management
New York
$154K +$122K +1,501 +389%
SSWG
693
Seven Springs Wealth Group
Tennessee
$149K +$149K +1,823 New
AIC
694
Ameritas Investment Company
Nebraska
$147K +$7.12K +87 +5%
AIM
695
Arcadia Investment Management
Michigan
$145K
FHA
696
First Horizon Advisors
Tennessee
$144K
H
697
Hexavest
Quebec, Canada
$139K -$38.6M -470,993 -100%
M
698
MOTCO
Texas
$136K -$16.3K -199 -11%
KPW
699
Kore Private Wealth
New York
$136K +$136K +1,664 New
HI
700
Hudock Inc
Pennsylvania
$135K +$7.46K +93 +6%