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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 %
DOA
901
D'Orazio & Associates
Virginia
-$33K -405 Closed
NIM
902
NuWave Investment Management
New Jersey
-$19K -235 Closed
RA
903
Rational Advisors
New York
-$19K -235 Closed
RMAM
904
Raab & Moskowitz Asset Management
New Jersey
-$18K -225 Closed
PGAM
905
Princeton Global Asset Management
New Jersey
-$17 -209 Closed
1IA
906
1834 Investment Advisors
Wisconsin
-$17K -202 Closed
GAM
907
Gemmer Asset Management
California
-$16K -198 Closed
SIC
908
Salem Investment Counselors
North Carolina
-$13K -158 Closed
CFG
909
Citizens Financial Group
Rhode Island
-$12K -152 Closed
CTB
910
Country Trust Bank
Illinois
-$11K -138 Closed
THWM
911
Taylor Hoffman Wealth Management
Virginia
-$10K -124 Closed
FGAM
912
Financial Gravity Asset Management
Texas
-$9K -114 Closed
SBL
913
Sargent Bickham Lagudis
Colorado
-$8K -100 Closed
FEG
914
Financial Enhancement Group
Indiana
-$6K -79 Closed
1832 Asset Management
915
1832 Asset Management
Ontario, Canada
-$6K -77 Closed
CWA
916
Capital Wealth Alliance
Arizona
-$5K -63 Closed
SWM
917
Sugarloaf Wealth Management
Georgia
-$5K -62 Closed
EWA
918
Evolution Wealth Advisors
Florida
-$4K -51 Closed
HWM
919
Howard Wealth Management
Connecticut
-$4K -50 Closed
PWP
920
Personal Wealth Partners
Minnesota
-$4K -48 Closed
WCM
921
Wealthcare Capital Management
Virginia
-$4K -46 Closed
FPFS
922
First Personal Financial Services
North Carolina
-$2K -19 Closed
PW
923
Price Wealth
Texas
-$1K -16 Closed
WWM
924
Willingdon Wealth Management
North Carolina
-$1K -8 Closed