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 %
CG
826
CFO4Life Group
Texas
-$315K -3,855 Closed
FLPIM
827
F.L. Putnam Investment Management
Massachusetts
-$315K -3,852 Closed
RIA
828
Regal Investment Advisors
Michigan
-$311K -3,800 Closed
TW
829
TrinityPoint Wealth
Connecticut
-$305K -3,729 Closed
SIA
830
Strategic Investment Advisors
Michigan
-$301K -3,679 Closed
SFA
831
Sequoia Financial Advisors
Ohio
-$301K -3,679 Closed
Cetera Investment Advisers
832
Cetera Investment Advisers
Illinois
-$297K -3,649 Closed
SWM
833
SeaCrest Wealth Management
New York
-$297K -3,631 Closed
KA
834
Kintegral Advisory
New York
-$297K -3,627 Closed
SB
835
Simmons Bank
Arkansas
-$296K -3,620 Closed
TSS
836
Two Sigma Securities
New York
-$296K -3,619 Closed
BCP
837
Berkeley Capital Partners
Georgia
-$296K -3,615 Closed
EWA
838
ERTS Wealth Advisors
Michigan
-$291K -3,560 Closed
GHAM
839
Gilman Hill Asset Management
Connecticut
-$291K -3,559 Closed
WTB
840
Washington Trust Bank
Washington
-$289K -3,533 Closed
CGL
841
Clarius Group LLC
Washington
-$296K -3,490 Closed
KFC
842
Klingenstein Fields & Co
New York
-$285K -3,481 Closed
MW
843
Marcum Wealth
Ohio
-$284K -3,473 Closed
CCIA
844
Campbell & Co Investment Adviser
Maryland
-$283K -3,458 Closed
KFGK
845
Keystone Financial Group (Kentucky)
Kentucky
-$282K -3,451 Closed
SVWAG
846
Sound View Wealth Advisors Group
Georgia
-$282K -3,444 Closed
SLG
847
Stanley-Laman Group
Pennsylvania
-$281K -3,436 Closed
EFS
848
Essex Financial Services
Connecticut
-$280K -3,425 Closed
FHB
849
First Hawaiian Bank
Hawaii
-$277K -3,387 Closed
PP
850
Parplus Partners
New York
-$277K -3,384 Closed