WELL icon

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 %
PAS
376
Park Avenue Securities
New York
$866K +$85.4K +1,348 +11%
LIA
377
LS Investment Advisors
Michigan
$864K -$37.9K -590 -4%
GBA
378
Garrison Bradford & Associates
New York
$853K
MOS
379
MGO One Seven
Ohio
$850K +$850K +13,229 New
O
380
OppenheimerFunds
New York
$845K -$8.42M -130,843 -91%
ED
381
Exane Derivatives
France
$826K
Mariner
382
Mariner
Kansas
$814K +$383K +5,960 +89%
CA
383
Cetera Advisors
Colorado
$810K +$43.5K +677 +6%
WS
384
Wedbush Securities
California
$787K -$22.5K -350 -3%
ECM
385
Everence Capital Management
Indiana
$785K
AA
386
AlphaMark Advisors
Kentucky
$782K
VCA
387
Verdence Capital Advisors
Maryland
$771K -$28.9K -449 -4%
WI
388
WrapManager Inc
California
$753K -$240K -3,728 -24%
FCI
389
Financial Counselors Inc
Kansas
$753K +$6.43K +100 +0.9%
EWA
390
EP Wealth Advisors
California
$746K +$746K +11,606 New
CI
391
Cigna Investments
Connecticut
$721K -$54.8K -830 -7%
WT
392
Whittier Trust
California
$721K -$6.43K -100 -0.9%
CIC
393
Carnegie Investment Counsel
Ohio
$720K +$89.9K +1,276 +14%
FC
394
Forte Capital
New York
$717K -$38.5K -598 -5%
FWIA
395
Fort Washington Investment Advisors
Ohio
$716K +$70.8K +1,100 +11%
MYLI
396
Meiji Yasuda Life Insurance
Japan
$710K +$45K +700 +7%
CPO
397
Cerity Partners OCIO
New York
$705K +$705K +10,958 New
PAM
398
Panagora Asset Management
Massachusetts
$703K -$103K -1,597 -13%
FHB
399
First Hawaiian Bank
Hawaii
$701K +$701K +10,888 New
GCA
400
Gideon Capital Advisors
New York
$701K +$701K +10,891 New