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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 %
SSWM
401
Sheets Smith Wealth Management
North Carolina
$692K +$6.3K +98 +0.9%
GWM
402
Geneos Wealth Management
Colorado
$683K -$35K -544 -5%
GT
403
Glenmede Trust
Pennsylvania
$681K +$116K +1,813 +21%
CG
404
Colony Group
Massachusetts
$671K -$131K -2,033 -16%
ST
405
Sabal Trust
Florida
$669K -$131K -2,038 -16%
WTB
406
Washington Trust Bank
Washington
$664K -$99.6K -1,548 -13%
MSE
407
MUFG Securities EMEA
United Kingdom
$649K +$622K +9,669 +2,319%
PGFC
408
Peapack-Gladstone Financial Corp
New Jersey
$644K
BCB
409
Brian C. Broderick
$643K
SPC
410
Sigma Planning Corp
Michigan
$637K -$12.6K -196 -2%
HH
411
Hilltop Holdings
Texas
$632K -$24.2K -376 -4%
AAIM
412
American Assets Investment Management
California
$631K
GAM
413
Gotham Asset Management
New York
$629K -$13.1K -203 -2%
CP
414
Camelot Portfolios
Ohio
$624K -$236K -3,667 -27%
MCM
415
Maple Capital Management
Vermont
$620K -$24.9K -387 -4%
Nuveen Asset Management
416
Nuveen Asset Management
Illinois
$619K -$120K -1,872 -16%
VSWA
417
Vontobel Swiss Wealth Advisors
Switzerland
$619K -$24.8K -385 -4%
AP
418
Advisor Partners
California
$619K +$38.6K +600 +7%
CC
419
ClearArc Capital
Ohio
$617K +$3.92K +61 +0.6%
WIA
420
Wealthstreet Investment Advisors
Texas
$615K -$30.6K -475 -5%
BUB
421
BBVA USA Bancshares
Texas
$611K -$108K -1,684 -15%
CSS
422
Cubist Systematic Strategies
Connecticut
$611K +$611K +9,495 New
SIAP
423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$600K -$2.57K -40 -0.4%
VCM
424
Virtue Capital Management
Tennessee
$599K +$227K +3,531 +61%
SXL
425
Summit X LLC
Missouri
$598K -$23.1K -359 -4%