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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 %
WT
426
Whittier Trust
California
$685K
GT
427
Glenmede Trust
Pennsylvania
$679K -$37.3K -528 -5%
NL
428
NWAM LLC
Washington
$670K +$8.93K +126 +1%
PWW
429
Pettyjohn Wood & White
Virginia
$669K
LIA
430
LS Investment Advisors
Michigan
$665K +$104K +1,476 +19%
SS
431
Simplicity Solutions
Minnesota
$659K +$208K +2,943 +46%
RA
432
Rational Advisors
New York
$659K +$659K +9,300 New
WS
433
Wedbush Securities
California
$647K +$399K +5,643 +161%
FAN
434
Financial Advisors Network
California
$643K -$15.6K -217 -2%
MSV
435
MN Services Vermogensbeheer
Netherlands
$640K +$34.2K +517 +6%
CFA
436
Carroll Financial Associates
North Carolina
$631K +$65.7K +929 +12%
CC
437
ClearArc Capital
Ohio
$626K +$3.19K +45 +0.5%
TWI
438
Thomas White International
Illinois
$623K
FFEC
439
First Financial Equity Corporation
Arizona
$620K +$620K +8,738 New
FCBT
440
First Citizens Bank & Trust
North Carolina
$609K -$1.58M -22,301 -72%
CI
441
Conning Inc
Connecticut
$603K -$2.83K -40 -0.5%
DWM
442
Doyle Wealth Management
Florida
$602K +$602K +8,504 New
KCMRT
443
Kemper Corp Master Retirement Trust
Illinois
$596K -$101K -1,425 -14%
AIA
444
Armor Investment Advisors
North Carolina
$596K +$42.5K +600 +8%
EP
445
Edgestream Partners
New Jersey
$594K +$316K +4,460 +114%
GXMC
446
Global X Management Company
New York
$593K +$101K +1,425 +21%
AIP
447
Ameritas Investment Partners
Nebraska
$591K -$15.3K -216 -3%
FWM
448
Focused Wealth Management
New York
$587K +$10.3K +145 +2%
RFC
449
Regions Financial Corp
Alabama
$585K +$9.49K +134 +2%
JIC
450
Johnson Investment Counsel
Ohio
$580K +$10.8K +153 +2%