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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 %
BWP
851
Bernardo Wealth Planning
Pennsylvania
-$275K -3,374 Closed
HIC
852
Hartline Investment Corp
Illinois
-$275K -3,360 Closed
BIM
853
Bridges Investment Management
Nebraska
-$274K -3,349 Closed
ACG
854
Allen Capital Group
Nebraska
-$268K -3,276 Closed
ONB
855
Old National Bancorp
Indiana
-$263K -3,220 Closed
TMAM
856
Tokio Marine Asset Management
Japan
-$259K -3,171 Closed
CTA
857
Colonial Trust Advisors
South Carolina
-$258K -3,150 Closed
JWCA
858
J.W. Cole Advisors
Florida
-$255K -3,123 Closed
FTIOP
859
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$254K -3,100 Closed
SCM
860
Shelton Capital Management
Colorado
-$253K -3,092 Closed
PFS
861
Prospera Financial Services
Texas
-$252K -3,079 Closed
GLA
862
Good Life Advisors
Pennsylvania
-$247K -3,077 Closed
DAC
863
Dividend Assets Capital
South Carolina
-$245K -3,000 Closed
IWS
864
Insight Wealth Strategies
California
-$243K -2,976 Closed
SS
865
Sunbelt Securities
Texas
-$238K -2,913 Closed
BI
866
Ballast Inc
Kentucky
-$235K -2,885 Closed
GCP
867
GSA Capital Partners
United Kingdom
-$234K -2,863 Closed
MCCP
868
Mission Creek Capital Partners
California
-$232K -2,835 Closed
KP
869
Keel Point
Alabama
-$226K -2,769 Closed
WIC
870
Woodmont Investment Counsel
Tennessee
-$226K -2,766 Closed
BCM
871
BTR Capital Management
California
-$223K -2,730 Closed
ACM
872
Allred Capital Management
Texas
-$222K -2,719 Closed
RHBC
873
R.H. Bluestein & Co
Michigan
-$221K -2,700 Closed
CCP
874
Corient Capital Partners
California
-$218K -2,673 Closed
FM
875
Family Management
New York
-$218K -2,666 Closed