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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 %
C
526
CFO4Life
Texas
$306K +$30.1K +402 +11%
TC
527
Telemus Capital
Michigan
$305K +$305K +4,080 New
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$303K -$262K -3,504 -46%
HFS
529
HL Financial Services
Kentucky
$302K +$672 +9 +0.2%
MIP
530
Marietta Investment Partners
Wisconsin
$301K +$53.9K +720 +22%
TW
531
Transform Wealth
Colorado
$299K
OWD
532
Osborn Williams & Donohoe
Ohio
$297K
SMC
533
Smith, Moore & Co
Missouri
$294K
AP
534
Advisor Partners
California
$294K +$58.6K +785 +25%
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$291K +$1.64K +22 +0.6%
Mackenzie Financial
536
Mackenzie Financial
Ontario, Canada
$291K +$43.7K +585 +18%
WS
537
Wedbush Securities
California
$281K -$49.7K -665 -15%
BCMO
538
Buckingham Capital Management (Ohio)
Ohio
$279K
SS
539
Simplicity Solutions
Minnesota
$279K +$77.7K +1,040 +39%
PCM
540
Penserra Capital Management
California
$277K +$102K +1,362 +58%
W
541
Wealthfront
California
$276K +$73K +976 +36%
EAM
542
Eventide Asset Management
Massachusetts
$269K
BHWM
543
Bar Harbor Wealth Management
New Hampshire
$268K
AT
544
Argent Trust
Texas
$268K +$3.07K +41 +1%
EWM
545
Evercore Wealth Management
New York
$267K -$149 -2 -0.1%
OIA
546
Optimum Investment Advisors
Illinois
$265K +$31.8K +425 +14%
IIC
547
Ironwood Investment Counsel
Arizona
$265K +$41.1K +1,083 +18%
PFP
548
Pinnacle Financial Partners
Tennessee
$264K
CSS
549
Cubist Systematic Strategies
Connecticut
$262K -$90.7K -1,215 -26%
WC
550
Whitnell & Co
Illinois
$262K