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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 %
MAFM
801
Mid Atlantic Financial Management
Pennsylvania
-$472K -5,774 Closed
MWP
802
MYCIO Wealth Partners
Pennsylvania
-$471K -5,760 Closed
SAM
803
Strategy Asset Managers
California
-$444K -5,432 Closed
Koshinski Asset Management
804
Koshinski Asset Management
Illinois
-$425K -5,249 Closed
SXL
805
Summit X LLC
Missouri
-$426K -5,243 Closed
JSL
806
JT Stratford LLC
Georgia
-$419K -5,125 Closed
MC
807
Moors & Cabot
Massachusetts
-$408K -5,004 Closed
CAM
808
Cresset Asset Management
Illinois
-$400K -4,895 Closed
FHC
809
First Heartland Consultants
Missouri
-$382K -4,667 Closed
LOAME
810
Lombard Odier Asset Management (Europe)
United Kingdom
-$372K -4,553 Closed
NP
811
NorthRock Partners
Minnesota
-$372K -4,549 Closed
SRC
812
Shufro Rose & Co
New York
-$363K -4,440 Closed
PIA
813
Pinion Investment Advisors
Kansas
-$353K -4,311 Closed
BFC
814
Blue Fin Capital
Rhode Island
-$352K -4,309 Closed
LAIC
815
Lederer & Associates Investment Counsel
California
-$349K -4,270 Closed
DBRC
816
D.B. Root & Company
Pennsylvania
-$342K -4,190 Closed
BP
817
Ballentine Partners
Massachusetts
-$335K -4,102 Closed
IHL
818
Investment House LLC
California
-$335K -4,100 Closed
CWM
819
Campbell Wealth Management
Virginia
-$333K -4,067 Closed
LWM
820
Loveless Wealth Management
Montana
-$330K -4,050 Closed
IIM
821
Ipswich Investment Management
Massachusetts
-$327K -3,995 Closed
ANRIA
822
American National Registered Investment Advisor
Texas
-$323K -3,950 Closed
BHA
823
Beech Hill Advisors
New York
-$321K -3,925 Closed
BG
824
Bahl & Gaynor
Ohio
-$317K -3,881 Closed
NL
825
NWAM LLC
Washington
-$317K -3,875 Closed