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Welltower

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
451
Conning Inc
Connecticut
$639K +$1.5K +20 +0.2%
AIA
452
Armor Investment Advisors
North Carolina
$638K +$7.49K +100 +1%
GI
453
GS Investments
Minnesota
$625K +$625K +8,355 New
AIP
454
Ameritas Investment Partners
Nebraska
$624K
W
455
Wealthfront
California
$624K +$173K +2,305 +38%
FC
456
Forte Capital
New York
$616K +$21K +280 +4%
FWM
457
Focused Wealth Management
New York
$608K -$12.5K -167 -2%
ACS
458
Archford Capital Strategies
Illinois
$606K -$4.19K -56 -0.7%
AWM
459
AE Wealth Management
Kansas
$601K +$12.1K +161 +2%
JPMPWA
460
J.P. Morgan Private Wealth Advisors
California
$601K +$324K +4,334 +117%
FCI
461
Financial Counselors Inc
Kansas
$596K
FMBTD
462
First Midwest Bank Trust Division
Illinois
$595K -$4.49K -60 -0.7%
MSTVIM
463
Messner & Smith Theme Value Investment Management
California
$595K
BPC
464
Banque Pictet & Cie
Switzerland
$593K
DWM
465
Doyle Wealth Management
Florida
$587K -$49.7K -664 -8%
JIC
466
Johnson Investment Counsel
Ohio
$580K -$33.3K -445 -5%
CFG
467
CNO Financial Group
Indiana
$580K
HAIM
468
Hunter Associates Investment Management
Pennsylvania
$578K +$86K +1,150 +17%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$574K +$112K +1,500 +24%
HFS
470
HL Financial Services
Kentucky
$570K +$25.5K +340 +5%
RFM
471
Royal Fund Management
Florida
$567K +$560K +7,481 +7,875%
NPC
472
National Planning Corporation
California
$566K +$4.47K +59 +0.8%
BCM
473
BTR Capital Management
California
$565K -$12K -160 -2%
WAM
474
Wealthspire Advisors (Maryland)
Maryland
$556K +$233K +3,120 +72%
RCAG
475
Rehmann Capital Advisory Group
Michigan
$544K -$29.3K -392 -5%