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Welltower

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BHC
326
Bowen Hanes & Co
Florida
$1.94M +$131K +1,745 +7%
NB
327
Norinchukin Bank
Japan
$1.9M +$139K +1,851 +8%
MYAM
328
Meiji Yasuda Asset Management
Japan
$1.9M -$131K -1,750 -6%
Creative Planning
329
Creative Planning
Kansas
$1.89M +$120K +1,608 +7%
SIM
330
Sentry Investment Management
Wisconsin
$1.88M
BWL
331
Bogart Wealth LLC
Virginia
$1.88M +$540K +7,210 +40%
DADC
332
D.A. Davidson & Co
Montana
$1.87M +$121K +1,619 +7%
IC
333
Intersect Capital
California
$1.87M
CIA
334
Cascade Investment Advisors
Oregon
$1.86M -$16.8K -224 -0.9%
AWCI
335
Alpine Woods Capital Investors
New York
$1.86M
SCM
336
Southport Capital Management
Tennessee
$1.86M +$67.4K +900 +4%
TYCC
337
Texas Yale Capital Corp
Florida
$1.83M +$449 +6 +0%
JWM
338
Jackson Wealth Management
Florida
$1.81M +$129K +1,778 +8%
BF
339
BOK Financial
Oklahoma
$1.8M +$223K +2,984 +14%
BVDMP
340
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.8M +$1.8M +23,987 New
CT
341
Clearstead Trust
Maine
$1.79M -$142K -2,214 -7%
FB
342
Fulton Bank
Pennsylvania
$1.78M -$23.9K -320 -1%
LMGAM
343
Liberty Mutual Group Asset Management
Massachusetts
$1.77M +$295K +3,948 +20%
KRS
344
Kentucky Retirement Systems
Kentucky
$1.76M +$17.1K +228 +1%
PA
345
Profund Advisors
Maryland
$1.75M +$330K +4,416 +23%
AAM
346
Advisors Asset Management
Colorado
$1.75M -$2.34M -31,246 -57%
MBA
347
McQueen Ball & Associates
Pennsylvania
$1.73M +$10.5K +140 +0.6%
CB
348
Commerce Bank
Missouri
$1.71M +$37.4K +500 +2%
CCM
349
Cadence Capital Management
Massachusetts
$1.7M -$165K -2,207 -9%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$1.7M +$29.9K +400 +2%