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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 %
CB
701
Community Bank
New York
$9K -$2.16K -48 -19%
VNA
702
Valley National Advisers
Pennsylvania
$9K
II
703
Inspire Investing
Idaho
$9K +$9K +204 New
HB
704
Horizon Bancorp
Indiana
$8K
LWA
705
Lowe Wealth Advisors
Maryland
$8K
ME
706
McIlrath & Eck
Washington
$8K
GSC
707
G&S Capital
Colorado
$8K
AC
708
AlphaCore Capital
California
$8K +$8K +170 New
IFAM
709
Institutional & Family Asset Management
Colorado
$7K -$497 -11 -7%
CI
710
CX Institutional
Indiana
$7K +$1.5K +31 +27%
BAM
711
Bellevue Asset Management
Washington
$7K +$4.67K +100 +200%
AW
712
Avion Wealth
Texas
$7K +$7K +150 New
PCMK
713
Paragon Capital Management (Kansas)
Kansas
$7K +$7K +150 New
SWM
714
Selective Wealth Management
Virginia
$6K
MRCM
715
M&R Capital Management
New Jersey
$6K
HIA
716
Harbor Investment Advisory
Maryland
$6K
TPWA
717
TRUE Private Wealth Advisors
Oregon
$6K
IA
718
IndexIQ Advisors
New York
$6K +$43 +1 +0.7%
IAS
719
IMA Advisory Services
Colorado
$5K
CHC
720
City Holding Co
West Virginia
$5K
PFSC
721
Peoples Financial Services Corp
Pennsylvania
$5K
FRA
722
Front Row Advisors
California
$5K
EWM
723
EPG Wealth Management
Georgia
$5K +$134 +3 +3%
AWM
724
Avior Wealth Management
Nebraska
$4K
SFSIG
725
San Francisco Sentry Investment Group
California
$3K -$47.2K -943 -94%