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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 %
MSAM
326
Moloney Securities Asset Management
Missouri
$1.41M -$59K -917 -4%
LSERS
327
Louisiana State Employees Retirement System
Louisiana
$1.4M -$6.43K -100 -0.5%
EVM
328
Eaton Vance Management
Massachusetts
$1.39M -$181K -2,806 -11%
OI
329
Oakbrook Investments
Illinois
$1.37M +$386K +6,000 +39%
CBTWT
330
Community Bank & Trust (Waco, Texas)
Texas
$1.37M -$327K -5,083 -19%
ZCA
331
Zeke Capital Advisors
Pennsylvania
$1.36M +$64.3K +1,000 +5%
FB
332
Fulton Bank
Pennsylvania
$1.34M -$47.6K -740 -3%
V
333
Veritable
Delaware
$1.34M +$991K +15,413 +285%
WDA
334
Wendell David Associates
New Hampshire
$1.33M
Mirae Asset Global Investments
335
Mirae Asset Global Investments
South Korea
$1.31M +$1.11M +17,229 +536%
SPIA
336
Steward Partners Investment Advisory
New York
$1.31M +$29.2K +454 +2%
AWM
337
Aevitas Wealth Management
Massachusetts
$1.31M -$24.4K -379 -2%
CB
338
Commerce Bank
Missouri
$1.31M -$19.6K -304 -1%
PI
339
Putnam Investments
Massachusetts
$1.3M -$28.7K -447 -2%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$1.29M +$158K +2,448 +14%
GF
341
Gabelli Funds
New York
$1.29M
BA
342
Bard Associates
Illinois
$1.27M -$14.3K -222 -1%
SCM
343
Schnieders Capital Management
California
$1.25M -$17K -265 -1%
SLI
344
Sumitomo Life Insurance
Japan
$1.25M -$29.6K -461 -2%
MNBTD
345
Moody National Bank Trust Division
Texas
$1.25M +$914K +14,205 +274%
II
346
IFM Investors
Australia
$1.24M +$161K +2,498 +15%
HPC
347
Hobart Private Capital
North Carolina
$1.2M +$451K +7,017 +60%
KTM
348
Keeler Thomas Management
Utah
$1.19M -$38.6K -600 -3%
ANI
349
American National Insurance
Texas
$1.17M -$1.29M -20,000 -52%
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
$1.17M -$5.85M -90,889 -83%