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Welltower

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
501
Whitnell & Co
Illinois
$272K -$7.88K -104 -3%
LIM
502
Leavell Investment Management
Alabama
$272K
RT
503
Reliance Trust
Georgia
$272K +$272K +3,585 New
WGCA
504
Wolf Group Capital Advisors
Virginia
$270K -$34K -450 -11%
PFP
505
Pinnacle Financial Partners
Tennessee
$266K -$18.9K -250 -7%
WF
506
Welch & Forbes
Massachusetts
$265K
FHC
507
First Heartland Consultants
Missouri
$265K +$606 +8 +0.2%
BTNA
508
Bremer Trust National Association
Minnesota
$262K -$227 -3 -0.1%
ACS
509
Archford Capital Strategies
Illinois
$262K +$58.8K +779 +29%
MFS
510
MSI Financial Services
Massachusetts
$260K +$176K +2,323 +208%
GJIC
511
Gamble Jones Investment Counsel
California
$259K +$9.01K +119 +4%
VFS
512
VSR Financial Services
Kansas
$258K -$98K -1,297 -28%
GC
513
Globeflex Capital
California
$256K +$256K +3,389 New
DC
514
Davenport & Co
Virginia
$243K -$79.5K -1,050 -25%
BA
515
Boston Advisors
Massachusetts
$240K -$6.13K -81 -2%
GF
516
Gerstein Fisher
New York
$240K +$240K +3,116 New
NRS
517
Neville Rodie & Shaw
New York
$238K +$238K +3,143 New
AT
518
Argent Trust
Texas
$238K +$238K +3,144 New
ECM
519
ETrade Capital Management
Virginia
$237K +$237K +3,136 New
DDC
520
DF Dent & Co
Maryland
$234K +$234K +3,086 New
AP
521
Appleton Partners
Massachusetts
$233K +$233K +3,075 New
MA
522
MUFG Americas
New York
$228K +$26.5K +350 +13%
DWT
523
Dorsey & Whitney Trust
South Dakota
$228K +$228K +3,013 New
GP
524
GLG Partners
United Kingdom
$227K +$227K +3,000 New
DAC
525
Dividend Assets Capital
South Carolina
$227K +$227K +3,000 New