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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 %
AI
876
Accredited Investors
Minnesota
-$218K -2,664 Closed
WF
877
Welch & Forbes
Massachusetts
-$216K -2,640 Closed
IB
878
Intrust Bank
Kansas
-$213K -2,601 Closed
AIM
879
Aurora Investment Managers
Florida
-$211K -2,583 Closed
BCI
880
Brinker Capital Investments
Pennsylvania
-$209K -2,561 Closed
WBG
881
Wharton Business Group
Pennsylvania
-$209K -2,555 Closed
FT
882
Fiduciary Trust
Massachusetts
-$207K -2,529 Closed
WP
883
WealthSource Partners
California
-$205K -2,508 Closed
HS
884
Haafor (Singapore)
Singapore
-$205K -2,504 Closed
SFG
885
SNS Financial Group
Minnesota
-$204K -2,497 Closed
IFWM
886
Institute for Wealth Management
Colorado
-$204K -2,490 Closed
CMBA
887
C.M. Bidwell & Associates
Hawaii
-$193K -2,365 Closed
BUB
888
BBVA USA Bancshares
Texas
-$176K -2,150 Closed
SSWG
889
Seven Springs Wealth Group
Tennessee
-$149K -1,823 Closed
H
890
Hexavest
Quebec, Canada
-$139K -1,696 Closed
PA
891
PSI Advisors
Florida
-$123K -1,515 Closed
GLI
892
Guardian Life Insurance
New York
-$98K -1,195 Closed
RIA
893
Realta Investment Advisors
Delaware
-$96K -1,135 Closed
LS
894
Leelyn Smith
Illinois
-$94 -1,130 Closed
ARMT
895
Amica Retiree Medical Trust
Rhode Island
-$80K -984 Closed
KWM
896
Keebeck Wealth Management
Illinois
-$69K -844 Closed
MGIA
897
Moneta Group Investment Advisors
Missouri
-$63K -770 Closed
TWP
898
TFO Wealth Partners
Ohio
-$61K -749 Closed
CDIA
899
Capital Directions Investment Advisors
Georgia
-$41K -500 Closed
CHAM
900
Clear Harbor Asset Management
Connecticut
-$40.9K -500 Closed