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Welltower

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M
Name Holding Trade Value Shares
Change
Shares
Change %
IR
501
Invictus RG
Bermuda
$371K +$360K +4,821 +3,325%
NFG
502
Next Financial Group
Texas
$370K -$7.92K -106 -2%
SC
503
Scotia Capital
Ontario, Canada
$370K +$4.48K +60 +1%
NAM
504
North American Management
Massachusetts
$367K
SGCA
505
Steel Grove Capital Advisors
Tennessee
$364K -$225K -3,000 -38%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$364K +$10.9K +146 +3%
CCA
507
Checchi Capital Advisers
California
$357K +$7.93K +106 +2%
IHL
508
Investment House LLC
California
$355K
QI
509
Quotient Investors
New York
$351K +$59.7K +800 +21%
DWT
510
Dorsey & Whitney Trust
South Dakota
$343K +$19.5K +261 +6%
BJL
511
Brighton Jones LLC
Washington
$335K +$1.42K +19 +0.4%
YP
512
Yellowstone Partners
Idaho
$334K +$334K +4,470 New
TAM
513
Trillium Asset Management
Massachusetts
$333K
GWM
514
Geneos Wealth Management
Colorado
$332K +$7.91K +106 +2%
LIM
515
Leavell Investment Management
Alabama
$331K
GVT
516
Genesee Valley Trust
New York
$328K -$3.37K -45 -1%
LA
517
LVW Advisors
New York
$327K -$317K
BWM
518
BerganKDV Wealth Management
Minnesota
$326K -$37K -495 -10%
CS
519
Comerica Securities
Michigan
$325K +$56.1K +749 +21%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$323K +$8.89K +119 +3%
MC
521
Miles Capital
Iowa
$321K +$111K +1,491 +53%
IH
522
IFC Holdings
Florida
$316K -$23.5K -314 -7%
WA
523
WFG Advisors
Texas
$315K +$14.8K +198 +5%
ADBIC
524
A.D. Beadell Investment Counsel
Wisconsin
$310K
SRSA
525
S.R. Schill & Associates
Washington
$306K