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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
676
Ranch Capital Advisors
Florida
$15K
EIP
677
Ellis Investment Partners
Pennsylvania
$15K +$161 +4 +1%
SFPG
678
Stonebridge Financial Planning Group
Florida
$15K +$15K +282 New
CCM
679
Covington Capital Management
California
$14K -$40K -879 -74%
BWA
680
BDO Wealth Advisors
Florida
$14K -$5.54K -125 -28%
JSC
681
Jackson Square Capital
California
$14K -$2.56K -54 -15%
SMFS
682
Squar Milner Financial Services
California
$14K -$1.07K -24 -7%
GWMIA
683
Global Wealth Management Investment Advisory
Florida
$14K
AAP
684
Arax Advisory Partners
Colorado
$14K +$142 +3 +1%
WPA
685
West Paces Advisors
Georgia
$14K
HGWM
686
Harvest Group Wealth Management
Massachusetts
$13K
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$406 +9 +3%
ADL
688
Asset Dedication LLC
California
$12K -$13.3K -295 -53%
Twin Tree Management
689
Twin Tree Management
Texas
$12K +$12K +261 New
PCIA
690
Prime Capital Investment Advisors
Kansas
$12K +$12K +272 New
SSB
691
Sandy Spring Bank
Maryland
$11K
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$11K
RWA
693
Ropes Wealth Advisors
Massachusetts
$11K
EARNEST Partners
694
EARNEST Partners
Georgia
$11K
IRC
695
Investors Research Corp
Georgia
$11K
DAM
696
Delta Asset Management
Tennessee
$11K
BC
697
Barnett & Company
Tennessee
$10K -$714 -16 -7%
PMFA
698
Plante Moran Financial Advisors
Michigan
$10K
LPWM
699
Lake Point Wealth Management
Texas
$10K
FP
700
Financial Perspectives
Minnesota
$9.89K