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Welltower

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
426
Pettyjohn Wood & White
Virginia
$644K +$644K +8,325 New
ST
427
Spinnaker Trust
Maine
$642K -$155K -2,000 -19%
ARMT
428
Amica Retiree Medical Trust
Rhode Island
$635K -$20.3K -262 -3%
WDA
429
Wendell David Associates
New Hampshire
$631K
JIC
430
Johnson Investment Counsel
Ohio
$617K +$32.4K +419 +6%
ST
431
Semper Trust
Pennsylvania
$615K -$101K -1,300 -14%
GC
432
Guardian Capital
Ontario, Canada
$607K +$607K +7,850 New
AACA
433
American Assets Capital Advisers
California
$589K -$26.3K -340 -4%
CC
434
ClearArc Capital
Ohio
$586K +$46.9K +606 +9%
DLG
435
Daniel L. Goodwin
$580K -$8.8M -113,800 -94%
PAM
436
PartnerRe Asset Management
Connecticut
$573K +$33K +426 +6%
CI
437
Constellation Investments
Ohio
$572K +$61.8K +800 +12%
CIC
438
Carnegie Investment Counsel
Ohio
$564K +$2.21K +29 +0.4%
FMBTD
439
First Midwest Bank Trust Division
Illinois
$559K +$80.1K +1,035 +17%
ANRIA
440
American National Registered Investment Advisor
Texas
$547K
LA
441
LVW Advisors
New York
$504K -$500K
AIP
442
Ameritas Investment Partners
Nebraska
$496K +$23.2K +300 +5%
ABC
443
Associated Banc-Corp
Wisconsin
$488K
HFS
444
HL Financial Services
Kentucky
$487K -$145K -1,877 -23%
ARMC
445
American Research & Management Company
Massachusetts
$483K +$356K +4,600 +279%
PS
446
Pensionfund Sabic
Netherlands
$483K +$483K +6,247 New
WS
447
Wedbush Securities
California
$482K +$76K +983 +19%
GH
448
GAM Holding
Switzerland
$478K +$92.4K +1,196 +24%
GHAM
449
Gilman Hill Asset Management
Connecticut
$476K -$19K -245 -4%
UFF
450
USA Financial Formulas
Michigan
$475K +$475K +6,139 New