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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 %
FWM
751
FSA Wealth Management
Massachusetts
-$22K -429 Closed
ACA
752
Atlas Capital Advisors
Wyoming
-$21.6K -417 Closed
ClearBridge Investments
753
ClearBridge Investments
New York
-$21K -400 Closed
LWA
754
Lenox Wealth Advisors
New York
-$16K -305 Closed
SFPG
755
Stonebridge Financial Planning Group
Florida
-$15K -284 Closed
BL
756
Balentine LLC
Georgia
-$14K -279 Closed
TWP
757
TFO Wealth Partners
Ohio
-$13K -250 Closed
DSC
758
Duncker Streett & Co
Missouri
-$12K -241 Closed
GWMIA
759
Global Wealth Management Investment Advisory
Florida
-$12K -228 Closed
AIL
760
AGF Investments LLC
Ontario, Canada
-$11K -219 Closed
CCM
761
Covington Capital Management
California
-$10K -200 Closed
GFPC
762
Global Financial Private Client
Florida
-$8.69K -162 Closed
HFA
763
Hoover Financial Advisors
Pennsylvania
-$8K -157 Closed
JSC
764
Jackson Square Capital
California
-$7K -135 Closed
THWM
765
Taylor Hoffman Wealth Management
Virginia
-$6K -124 Closed
AWM
766
Apollon Wealth Management
South Carolina
-$6K -107 Closed
Kayne Anderson Rudnick Investment Management
767
Kayne Anderson Rudnick Investment Management
California
-$2K -32 Closed
CCM
768
Cribstone Capital Management
Maine
-$1K -24 Closed
LAS
769
Lloyd Advisory Services
Georgia
-$2K