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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 %
RFC
476
Regions Financial Corp
Alabama
$358K -$19.7K -307 -5%
HIC
477
Holderness Investments Company
North Carolina
$355K +$22.5K +350 +7%
AIM
478
Anchor Investment Management
South Carolina
$354K
CPIA
479
Cornell Pochily Investment Advisors
New York
$350K -$7.52K -117 -2%
IWM
480
IHT Wealth Management
Illinois
$348K -$14.8K -231 -4%
BRWA
481
B. Riley Wealth Advisors
Florida
$347K +$47.8K +737 +16%
FPS
482
Fieldpoint Private Securities
Connecticut
$343K
KSA
483
Ken Stern & Associates
California
$342K +$64 +1 +0%
Group One Trading
484
Group One Trading
Illinois
$342K +$342K +5,318 New
VRM
485
Vectors Research Management
New York
$341K +$341K +5,495 New
APFBOT
486
Amica Pension Fund Board of Trustees
Rhode Island
$340K -$372K -5,781 -52%
PCMC
487
Paragon Capital Management (Colorado)
Colorado
$332K -$64 -1 -0%
CS
488
Comerica Securities
Michigan
$331K -$39.2K -609 -11%
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$331K +$708 +11 +0.2%
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$330K -$36.9K -573 -10%
BG
491
Bahl & Gaynor
Ohio
$327K -$135K -2,100 -29%
IA
492
IFG Advisory
Georgia
$324K -$3.98K -62 -1%
BAS
493
Brown Advisory Securities
Maryland
$323K
PI
494
PineBridge Investments
New York
$321K
VF
495
Virtu Financial
New York
$319K -$600K -9,327 -65%
BFC
496
Blue Fin Capital
Rhode Island
$315K -$18K -280 -5%
NL
497
NWAM LLC
Washington
$311K +$2.44K +38 +0.8%
WB
498
Webster Bank
Connecticut
$311K +$2.57K +40 +0.8%
SMC
499
Smith, Moore & Co
Missouri
$310K +$19.1K +297 +7%
LAIC
500
Lederer & Associates Investment Counsel
California
$304K