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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 %
IC
351
Intersect Capital
California
$1.15M -$1.23M
BOH
352
Bank of Hawaii
Hawaii
$1.14M -$187K -2,910 -14%
CAN
353
Cetera Advisor Networks
California
$1.14M +$1.14M +17,607 New
LWAC
354
Laurel Wealth Advisors (California)
California
$1.13M -$25.7K -400 -2%
FBT
355
First Bank & Trust
South Dakota
$1.13M +$13.4K +201 +1%
FAM
356
Fred Alger Management
New York
$1.13M
ISL
357
Ingalls & Snyder LLC
New York
$1.12M -$83.5K -1,299 -7%
Brown Advisory
358
Brown Advisory
Maryland
$1.12M -$47.1K -733 -4%
LCM
359
Liberty Capital Management
Michigan
$1.12M +$13.8K +214 +1%
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$1.09M +$116K +1,800 +12%
AI
361
Atria Investments
North Carolina
$1.05M +$42K +653 +4%
EAM
362
Eventide Asset Management
Massachusetts
$1.04M -$96.5K -1,500 -9%
KRS
363
Kentucky Retirement Systems
Kentucky
$1.02M +$3.22K +50 +0.3%
HNB
364
Huntington National Bank
Ohio
$993K +$9.71K +151 +1%
IAA
365
Independent Advisor Alliance
North Carolina
$980K -$64K -1,011 -6%
ASN
366
Advisory Services Network
Georgia
$968K +$193 +3 +0%
LMGAM
367
Liberty Mutual Group Asset Management
Massachusetts
$956K
Lido Advisors
368
Lido Advisors
California
$955K +$376K +5,857 +65%
MME
369
Meag Munich Ergo
Germany
$941K
DP
370
Dearborn Partners
Illinois
$924K -$19.5K -303 -2%
ZB
371
Zions Bancorporation
Utah
$899K +$10.8K +168 +1%
SBA
372
Secrest Blakey & Associates
North Carolina
$882K -$7.65K -119 -0.9%
WTC
373
WhitTier Trust Company
Nevada
$882K -$6.43K -100 -0.7%
BWM
374
Bernicke Wealth Management
Wisconsin
$873K +$67.7K +1,052 +8%
BF
375
BOK Financial
Oklahoma
$866K -$399K -6,209 -32%