WELL icon

Welltower

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
226
Norinchukin Bank
Japan
$3.35M +$451K +7,008 +16%
William Blair & Company
227
William Blair & Company
Illinois
$3.35M -$57.8K -898 -2%
DLCIG
228
D.L. Carlson Investment Group
New Hampshire
$3.29M -$21.6K -336 -0.7%
Truist Financial
229
Truist Financial
North Carolina
$3.26M -$73.6K -1,144 -2%
MML Investors Services
230
MML Investors Services
Massachusetts
$3.21M +$747K +11,616 +30%
CWM
231
CIBC World Markets
New York
$3.15M -$226K -3,516 -7%
BB
232
Bell Bank
North Dakota
$3.07M -$175K -2,715 -5%
BG
233
Bollard Group
Massachusetts
$3.02M +$86.2K +1,340 +3%
PMG
234
ProVise Management Group
Florida
$3.01M -$37.6K -584 -1%
AB
235
Amalgamated Bank
New York
$3.01M -$71.3K -1,108 -2%
JPMPWA
236
J.P. Morgan Private Wealth Advisors
California
$2.99M +$312K +4,851 +12%
DnB Asset Management
237
DnB Asset Management
Norway
$2.97M +$122K +1,896 +4%
MIAN
238
Mariner Independent Advisor Network
Kansas
$2.94M +$2.94M +45,718 New
TCM
239
Tekla Capital Management
Massachusetts
$2.93M
B
240
BP
United Kingdom
$2.89M -$3.47M -54,000 -55%
LOAMS
241
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.88M +$99.2K +1,543 +4%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$2.85M -$219K -3,405 -7%
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$2.82M -$2.01M -31,323 -42%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$2.81M -$8.94K -139 -0.3%
SCA
245
Snowden Capital Advisors
New York
$2.8M +$133K +2,063 +5%
LM
246
Lincluden Management
Ontario, Canada
$2.7M -$907K -14,095 -25%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$2.67M -$50.7K -788 -2%
ACP
248
Ashfield Capital Partners
California
$2.64M -$12.1K -188 -0.5%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$2.63M +$40.4K +628 +2%
BCM
250
Buckhead Capital Management
Georgia
$2.61M -$1.29K -20 -0%