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Welltower

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KLI
401
Kelman-Lazarov Inc
Tennessee
$940K +$74.4K +1,050 +9%
OMCS
402
Old Mutual Customised Solutions
South Africa
$933K +$76.4K +1,079 +9%
SPC
403
Sigma Planning Corp
Michigan
$930K -$292K -4,121 -24%
AFS
404
Access Financial Services
Minnesota
$921K +$72.2K +1,020 +9%
WI
405
WrapManager Inc
California
$913K +$4.25K +60 +0.5%
Wellington Management Group
406
Wellington Management Group
Massachusetts
$903K -$213K -3,010 -19%
GBA
407
Garrison Bradford & Associates
New York
$864K -$56.6K -800 -6%
DILIC
408
Dai-ichi Life Insurance Company
Japan
$861K -$708K -10,000 -45%
WAM
409
Wolverine Asset Management
Illinois
$857K -$432K -6,100 -34%
AI
410
Atria Investments
North Carolina
$850K +$54.1K +763 +7%
SLI
411
Sumitomo Life Insurance
Japan
$842K -$52.3K -738 -6%
MERSOM
412
Municipal Employees' Retirement System of Michigan
Michigan
$829K +$16.3K +230 +2%
HH
413
Hilltop Holdings
Texas
$777K +$20.6K +291 +3%
WCM
414
Windward Capital Management
California
$755K +$189K +2,664 +33%
WPP
415
Whalerock Point Partners
Rhode Island
$741K +$38.4K +542 +5%
WTB
416
Washington Trust Bank
Washington
$740K +$333K +4,695 +82%
RMCM
417
Reynders McVeigh Capital Management
Massachusetts
$735K +$14.2K +201 +2%
ONB
418
Old National Bancorp
Indiana
$734K -$11.2K -158 -2%
PFC
419
Phocas Financial Corp
California
$722K -$50.3K -711 -7%
GL
420
GLG LLC
New York
$716K -$1.63K -23 -0.2%
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$715K +$163K +2,300 +29%
AAIM
422
American Assets Investment Management
California
$708K
ECM
423
Everence Capital Management
Indiana
$700K
KRSITF
424
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$694K -$137K -1,933 -16%
GLRA
425
Gerald L. Ray & Associates
Texas
$689K