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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 %
FA
301
FMA Advisory
Pennsylvania
$1.71M -$2.7K -42 -0.2%
Creative Planning
302
Creative Planning
Kansas
$1.71M -$63.1K -981 -4%
UB
303
UMB Bank
Missouri
$1.71M +$257K +4,001 +18%
EIA
304
Edgemoor Investment Advisors
Maryland
$1.71M -$45.6K -709 -3%
HAIM
305
Hunter Associates Investment Management
Pennsylvania
$1.71M +$80.4K +1,250 +5%
PA
306
Profund Advisors
Maryland
$1.7M +$844K +13,116 +98%
PFC
307
Phocas Financial Corp
California
$1.69M +$9.2K +143 +0.5%
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
$1.67M +$1.67M +25,916 New
NIMI
309
Natixis Investment Managers International
France
$1.66M +$456K +7,090 +38%
TYCC
310
Texas Yale Capital Corp
Florida
$1.65M +$450 +7 +0%
W
311
Wealthfront
California
$1.65M +$101K +1,572 +7%
SOAMC
312
Spirit of America Management Corp
New York
$1.63M
HighTower Advisors
313
HighTower Advisors
Illinois
$1.62M -$291K -4,522 -15%
MAS
314
Madden Advisory Services
Florida
$1.62M -$119K -1,852 -7%
JWM
315
Jackson Wealth Management
Florida
$1.58M +$63.9K +994 +4%
NAM
316
NTV Asset Management
West Virginia
$1.57M
MBA
317
McQueen Ball & Associates
Pennsylvania
$1.53M -$2.89K -45 -0.2%
SWP
318
Stratos Wealth Partners
Ohio
$1.52M -$159K -2,470 -9%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$1.5M -$108K -1,685 -7%
CCM
320
Cadence Capital Management
Massachusetts
$1.49M -$111K -1,728 -7%
CIA
321
Cascade Investment Advisors
Oregon
$1.48M -$22.5K -350 -1%
VIA
322
Vident Investment Advisory
Georgia
$1.48M +$397K +6,178 +37%
AA
323
ALPS Advisors
Colorado
$1.47M -$77.6K -1,207 -5%
TAF
324
Tredje AP-fonden
Sweden
$1.42M
FAAS
325
First Allied Advisory Services
California
$1.42M -$10.4K -163 -0.7%