WELL icon

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 %
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$3K -$7.55K -156 -72%
TWA
727
TCI Wealth Advisors
Arizona
$3K -$3.65K -90 -55%
SL
728
Savior LLC
Massachusetts
$3K -$292 -7 -9%
ST
729
Sageworth Trust
Pennsylvania
$3K
WCG
730
Weaver Consulting Group
California
$3K
RFA
731
Reilly Financial Advisors
California
$3K +$2.53K +54 +540%
KFI
732
Key Financial Inc
Pennsylvania
$3K +$3K +64 New
PVH
733
Psagot Value Holdings
Israel
$2K -$10K -250 -83%
IF
734
Ironwood Financial
Arizona
$2K
BFC
735
Bedel Financial Consulting
Indiana
$2K
WFMPM
736
Woodley Farra Manion Portfolio Management
Indiana
$2K
SIM
737
Sonora Investment Management
Arizona
$2K
SIM
738
Sentry Investment Management
Wisconsin
$2K +$2K +47 New
LWM
739
Lenox Wealth Management
Ohio
$2K +$2K +48 New
PWMG
740
Prestige Wealth Management Group
New Jersey
$2K +$2K +54 New
TFO
741
Tarbox Family Office
California
$1K -$1.28K -32 -56%
Kayne Anderson Rudnick Investment Management
742
Kayne Anderson Rudnick Investment Management
California
$1K
RIA
743
RPG Investment Advisory
California
$1K
TFA
744
Transamerica Financial Advisors
Florida
$1K +$200 +3 +25%
LSA
745
Lion Street Advisors
Texas
$1K +$1K +14 New
CAGAS
746
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +16 New
TI
747
tru Independence
Oregon
$13
CCMG
748
Clark Capital Management Group
Pennsylvania
-$30M -366,279 Closed
Squarepoint
749
Squarepoint
New York
-$26.5M -324,196 Closed
Renaissance Technologies
750
Renaissance Technologies
New York
-$25.4M -310,760 Closed