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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 %
ACS
451
Archford Capital Strategies
Illinois
$576K +$5.66K +80 +1%
FMBTD
452
First Midwest Bank Trust Division
Illinois
$567K -$29.7K -419 -5%
TFA
453
Transamerica Financial Advisors
Florida
$564K +$4.11K +58 +0.7%
FCI
454
Financial Counselors Inc
Kansas
$564K +$33.2K +468 +6%
FC
455
Forte Capital
New York
$563K +$47.8K +675 +9%
MSTVIM
456
Messner & Smith Theme Value Investment Management
California
$563K +$56.7K +800 +11%
BPC
457
Banque Pictet & Cie
Switzerland
$561K -$736K -10,400 -57%
AWM
458
AE Wealth Management
Kansas
$557K +$132K +1,866 +31%
ARMC
459
American Research & Management Company
Massachusetts
$549K
CFG
460
CNO Financial Group
Indiana
$549K
BCM
461
BTR Capital Management
California
$546K -$31.9K -450 -6%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$543K -$91.5K -1,291 -14%
BCM
463
Brookstone Capital Management
Illinois
$538K +$79.6K +1,124 +17%
Mirae Asset Global Investments
464
Mirae Asset Global Investments
South Korea
$526K +$526K +7,432 New
CB
465
Chemical Bank
Michigan
$524K -$104K -1,465 -17%
NPC
466
National Planning Corporation
California
$523K +$23.9K +339 +5%
ARMT
467
Amica Retiree Medical Trust
Rhode Island
$523K +$118K +1,662 +29%
II
468
IFM Investors
Australia
$523K +$199K +2,808 +61%
RIA
469
Regal Investment Advisors
Michigan
$518K +$36.3K +512 +8%
HFS
470
HL Financial Services
Kentucky
$515K -$24.8K -350 -5%
CRC
471
Curi RMB Capital
Illinois
$509K +$509K +7,181 New
ANRIA
472
American National Registered Investment Advisor
Texas
$501K
FP
473
FDO Partners
Massachusetts
$499K +$499K +7,051 New
IWM
474
Integrated Wealth Management
California
$498K +$37.2K +525 +8%
ED
475
Exane Derivatives
France
$497K -$424K -5,985 -46%