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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 %
MMG
451
Monetary Management Group
Missouri
$449K -$760K -11,800 -63%
WP
452
WealthPLAN Partners
Nebraska
$445K +$74.8K +1,063 +20%
GT
453
Greenleaf Trust
Michigan
$436K +$17.4K +270 +4%
APA
454
American Portfolios Advisors
New York
$435K +$94.7K +1,473 +28%
AWA
455
ARS Wealth Advisors
Florida
$430K -$38.6K -601 -8%
BC
456
Brinker Capital
Pennsylvania
$429K +$26.6K +414 +7%
GBT
457
Grove Bank & Trust
Florida
$415K -$53.8K -836 -11%
ABC
458
Associated Banc-Corp
Wisconsin
$407K -$20.3K -316 -5%
Cerity Partners
459
Cerity Partners
New York
$404K -$72.5K -1,128 -15%
IRF
460
IBM Retirement Fund
New York
$393K -$65.8K -1,022 -14%
LC
461
Lourd Capital
California
$393K +$393K +6,112 New
CNBT
462
Canandaigua National Bank & Trust
New York
$391K -$38K -590 -9%
JG
463
Jefferies Group
New York
$390K +$390K +6,071 New
DWT
464
Dorsey & Whitney Trust
South Dakota
$388K +$57.3K +892 +17%
FHA
465
Flagship Harbor Advisors
Massachusetts
$386K -$12.3K -194 -3%
HFS
466
HL Financial Services
Kentucky
$383K +$383K +5,954 New
LFAS
467
Level Four Advisory Services
Texas
$380K -$19.8K -307 -5%
AMI
468
Amica Mutual Insurance
Rhode Island
$378K -$410K -6,380 -52%
KFA
469
Kelleher Financial Advisors
New York
$378K +$128 +2 +0%
WAM
470
Wealthspire Advisors (Maryland)
Maryland
$373K -$386K
CS
471
Candriam SCA
Luxembourg
$372K -$2.08M -32,324 -85%
WSCM
472
Wellington Shields Capital Management
New York
$367K
Koshinski Asset Management
473
Koshinski Asset Management
Illinois
$362K +$130K +2,018 +56%
ACS
474
Archford Capital Strategies
Illinois
$361K -$47K -730 -12%
SIM
475
Sentry Investment Management
Wisconsin
$360K -$408K -6,336 -53%