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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 %
TAM
251
Tyers Asset Management
Texas
$2.6M -$32.9K -512 -1%
CWM
252
Cornerstone Wealth Management
Missouri
$2.56M +$1.52M +104,076 +147%
CBOA
253
Commonwealth Bank of Australia
Australia
$2.52M +$135K +2,100 +6%
DCM
254
Dupont Capital Management
Delaware
$2.51M +$172K +2,676 +7%
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.47M -$212K -3,300 -8%
MCP
256
Martin Capital Partners
Oregon
$2.46M +$83.1K +1,292 +4%
QIM
257
Quantitative Investment Management
Virginia
$2.43M +$2.43M +37,800 New
WCM
258
Windward Capital Management
California
$2.42M +$53.4K +830 +2%
RJT
259
Raymond James Trust
Florida
$2.39M +$120K +1,860 +5%
SCM
260
Sterling Capital Management
North Carolina
$2.38M +$708K +11,000 +42%
QCM
261
Quadrant Capital Management
New Jersey
$2.37M +$10.9K +170 +0.5%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M -$161K -2,500 -6%
MYAM
263
Meiji Yasuda Asset Management
Japan
$2.29M -$9.01K -140 -0.4%
M&T Bank
264
M&T Bank
New York
$2.29M -$5.79K -90 -0.3%
DADC
265
D.A. Davidson & Co
Montana
$2.29M -$35.8K -557 -2%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$2.28M +$84.1K +1,208 +4%
SG Americas Securities
267
SG Americas Securities
New York
$2.27M -$2.78M -43,216 -55%
UCFA
268
United Capital Financial Advisors
Texas
$2.25M -$112K -1,748 -5%
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
$2.2M -$40.8M -633,921 -95%
RA
270
RMR Advisors
Massachusetts
$2.2M
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$2.17M +$1.55M +24,129 +250%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$2.14M -$57.9K -900 -3%
BWL
273
Bogart Wealth LLC
Virginia
$2.11M +$129K +2,013 +7%
SAM
274
Shell Asset Management
Netherlands
$2.08M -$1.18M -18,390 -36%
IA
275
IFP Advisors
Florida
$2.07M -$151K -2,344 -7%