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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.

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 Market Value Shares Shares
Change
Shares
Change %
JCM
726
Jacobi Capital Management
Pennsylvania
$81K 993 +310 +45%
ARMT
727
Amica Retiree Medical Trust
Rhode Island
$80K 984
PCG
728
Private Capital Group
Connecticut
$80K 981 +97 +11%
FANJ
729
Financial Architects (New Jersey)
New Jersey
$78K 951 +200 +27%
GFPC
730
Global Financial Private Client
Florida
$77.6K 949 +949 New
CIA
731
CSat Investment Advisory
Michigan
$77K 941 +190 +25%
HFM
732
Harvest Fund Management
China
$72K 650 +650 New
TC
733
Trust Company
Kansas
$70K 850
KWM
734
Keebeck Wealth Management
Illinois
$69K 844 +844 New
HPC
735
HM Payson & Co
Maine
$67K 823 -634 -44%
WB
736
Webster Bank
Connecticut
$66K 810
AF
737
Allworth Financial
California
$64K 782 +782 New
MGIA
738
Moneta Group Investment Advisors
Missouri
$63K 770 +428 +125%
GEA
739
Glen Eagle Advisors
New Jersey
$61.2K 748 +376 +101%
TWP
740
TFO Wealth Partners
Ohio
$61K 749 +749 New
VCP
741
Verus Capital Partners
Arizona
$58K 715 +715 New
CBT
742
Capital Bank & Trust
California
$57K 694 +596 +608%
ClearBridge Investments
743
ClearBridge Investments
New York
$53K 665 -32 -5%
OAJ
744
Ogorek Anthony Joseph
New York
$53K 650
BCA
745
Berman Capital Advisors
Georgia
$53K 657 +2 +0.3%
BWM
746
BerganKDV Wealth Management
Minnesota
$53K 648 +223 +52%
FWM
747
FSA Wealth Management
Massachusetts
$51K 629 +629 New
DSC
748
Duncker Streett & Co
Missouri
$49K 596 +596 New
AssetMark Inc
749
AssetMark Inc
California
$47K 573 -1,319 -70%
ADL
750
Asset Dedication LLC
California
$46K 561