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Welltower

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RG
376
Rikoon Group
New Mexico
$1.12M -$15.7K -223 -1%
WTC
377
WhitTier Trust Company
Nevada
$1.1M -$281 -4 -0%
RFM
378
Royal Fund Management
Florida
$1.1M +$569K +8,095 +107%
AT
379
Arden Trust
Delaware
$1.08M -$4K -57 -0.4%
FAAS
380
First Allied Advisory Services
California
$1.07M +$17.2K +244 +2%
CTA
381
Chesley Taft & Associates
Illinois
$1.06M +$8.79K +125 +0.8%
CIP
382
Convergence Investment Partners
Florida
$1.06M +$37.6K +535 +4%
LMGAM
383
Liberty Mutual Group Asset Management
Massachusetts
$1.04M -$624K -8,881 -37%
WG
384
Winton Group
United Kingdom
$1.02M +$42.4K +604 +4%
PAM
385
Panagora Asset Management
Massachusetts
$1.02M +$914 +13 +0.1%
MCM
386
Maple Capital Management
Vermont
$1.01M +$17.6K +250 +2%
FBT
387
First Bank & Trust
South Dakota
$998K +$44.6K +635 +5%
LFAS
388
Level Four Advisory Services
Texas
$997K -$17.5K -249 -2%
W
389
Wealthfront
California
$984K +$398K +5,667 +68%
CI
390
Cigna Investments
Connecticut
$978K -$9.13K -130 -0.9%
KLI
391
Kelman-Lazarov Inc
Tennessee
$966K +$29.9K +425 +3%
AI
392
Atria Investments
North Carolina
$958K +$28.9K +411 +3%
CIC
393
Carnegie Investment Counsel
Ohio
$953K -$13.5K -200 -1%
AAM
394
Advisors Asset Management
Colorado
$940K -$706K -10,049 -43%
OI
395
Oakbrook Investments
Illinois
$926K
SPC
396
Sigma Planning Corp
Michigan
$925K +$99K +1,409 +12%
VNA
397
Valley National Advisers
Pennsylvania
$924K -$84.6K -1,204 -8%
WI
398
WrapManager Inc
California
$913K +$6.61K +94 +0.7%
AFS
399
Access Financial Services
Minnesota
$910K -$15.4K -219 -2%
Wellington Management Group
400
Wellington Management Group
Massachusetts
$896K