WELL icon

Welltower

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
726
Great Lakes Advisors
Illinois
-$242K -4,667 Closed
SS
727
Simplicity Solutions
Minnesota
-$226K -4,374 Closed
CG
728
Caprock Group
Idaho
-$226K -4,372 Closed
LCM
729
Laurion Capital Management
New York
-$207K -4,000 Closed
LNWWM
730
Laird Norton Wetherby Wealth Management
California
-$204K -3,938 Closed
CBA
731
Coastal Bridge Advisors
Connecticut
-$204K -3,934 Closed
DWT
732
Dorsey & Whitney Trust
South Dakota
-$202K -3,903 Closed
NL
733
NWAM LLC
Washington
-$201K -3,875 Closed
RIM
734
Rampart Investment Management
Connecticut
-$157K -3,026 Closed
SM
735
SG3 Management
Puerto Rico
-$155K -3,000 Closed
SF
736
Synovus Financial
Georgia
-$147K -2,880 Closed
WAM
737
Wolverine Asset Management
Illinois
-$144K -2,787 Closed
PHK
738
Point72 Hong Kong
Hong Kong
-$129K -2,502 Closed
OPS
739
Orion Portfolio Solutions
Nebraska
-$112K -2,164 Closed
M
740
Mirova
France
-$95K -1,828 Closed
SCA
741
Stonebridge Capital Advisors
Minnesota
-$82K -1,576 Closed
LFASL
742
Lugano Financial Advisors SA (LFA)
Switzerland
-$67K -1,300 Closed
MIFH
743
Migdal Insurance & Financial Holdings
Israel
-$67K -1,297 Closed
First Manhattan
744
First Manhattan
New York
-$51K -1,000 Closed
KPW
745
Kore Private Wealth
New York
-$47K -917 Closed
RDWM
746
Red Door Wealth Management
Tennessee
-$46K -894 Closed
KWM
747
Keebeck Wealth Management
Illinois
-$43K -844 Closed
BSAM
748
Blue Square Asset Management
New York
-$42K -805 Closed
MWA
749
Moser Wealth Advisors
Washington
-$26K -504 Closed
FANJ
750
Financial Architects (New Jersey)
New Jersey
-$23K -451 Closed