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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 %
GBT
476
Grove Bank & Trust
Florida
$544K +$32K +428 +6%
CB
477
Chemical Bank
Michigan
$542K -$11.2K -150 -2%
PWW
478
Pettyjohn Wood & White
Virginia
$535K -$172K -2,300 -24%
ANRIA
479
American National Registered Investment Advisor
Texas
$530K
RFC
480
Regions Financial Corp
Alabama
$523K -$95.3K -1,273 -15%
LS
481
Livforsakringsbolaget Skandia
Sweden
$520K
CA
482
Continuum Advisory
Idaho
$520K +$13.9K +185 +3%
SLF
483
Sun Life Financial
Ontario, Canada
$515K +$492K +6,574 +2,134%
GXMC
484
Global X Management Company
New York
$509K -$118K -1,573 -19%
CRC
485
Curi RMB Capital
Illinois
$497K -$40.4K -540 -8%
BAS
486
Brown Advisory Securities
Maryland
$493K +$12.6K +170 +3%
RCA
487
Rowland Carmichael Advisors
Arizona
$491K
ABC
488
Associated Banc-Corp
Wisconsin
$485K
WSCM
489
Wellington Shields Capital Management
New York
$483K
EP
490
Edgestream Partners
New Jersey
$476K -$152K -2,025 -24%
BIAS
491
Beacon Investment Advisory Services
New Jersey
$472K -$19.1K -255 -4%
PFBT
492
Parkside Financial Bank & Trust
Missouri
$470K +$11.6K +155 +3%
DWT
493
Dorsey & Whitney Trust
South Dakota
$467K -$12.5K -167 -3%
WAM
494
Wolverine Asset Management
Illinois
$465K -$440K -5,883 -49%
BWM
495
Bernicke Wealth Management
Wisconsin
$457K +$163K +2,180 +56%
BCM
496
Brookstone Capital Management
Illinois
$449K -$120K -1,604 -21%
AP
497
Advisor Partners
California
$449K +$63.8K +851 +17%
RIA
498
Regal Investment Advisors
Michigan
$446K -$101K -1,348 -18%
MNBTD
499
Moody National Bank Trust Division
Texas
$443K
FNBT
500
FineMark National Bank & Trust
Florida
$443K +$49.5K +661 +13%