WELL icon

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 %
SRSA
526
S.R. Schill & Associates
Washington
$263K
ANRIA
527
American National Registered Investment Advisor
Texas
$260K -$146K -2,275 -36%
BI
528
Ballast Inc
Kentucky
$260K +$25.7K +400 +11%
DC
529
Davenport & Co
Virginia
$259K -$151K -2,355 -37%
GT
530
Glenview Trust
Kentucky
$258K +$1.03K +16 +0.4%
ONB
531
Old National Bancorp
Indiana
$256K -$40.4K -627 -14%
RCA
532
Rowland Carmichael Advisors
Arizona
$250K
SFS
533
Sowell Financial Services
Arkansas
$250K +$250K +3,889 New
PIA
534
Piedmont Investment Advisors
North Carolina
$249K -$31.6K -490 -11%
ACI
535
Alpha Cubed Investments
California
$249K -$4.19K -65 -2%
WPP
536
Whalerock Point Partners
Rhode Island
$248K +$9.64K +150 +4%
ST
537
Spinnaker Trust
Maine
$248K +$31.7K +496 +15%
KFC
538
Klingenstein Fields & Co
New York
$248K +$38.4K +596 +18%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$247K +$51.4K +800 +26%
BHA
540
Beech Hill Advisors
New York
$243K
BRWM
541
B. Riley Wealth Management
Tennessee
$243K +$243K +3,776 New
JIC
542
Johnson Investment Counsel
Ohio
$242K -$249K -3,881 -51%
AT
543
Arden Trust
Delaware
$242K -$51.1K -796 -17%
WRM
544
Weybosset Research & Management
Rhode Island
$241K +$12.9K +200 +6%
QC
545
QCM Cayman
Texas
$241K +$241K +3,741 New
GHAM
546
Gilman Hill Asset Management
Connecticut
$237K +$13.8K +215 +6%
GP
547
Girard Partners
Pennsylvania
$231K +$19.3K +300 +9%
FHC
548
First Heartland Consultants
Missouri
$230K +$1.74K +27 +0.8%
SEM
549
Suncoast Equity Management
Florida
$228K
EWF
550
Epstein & White Financial
California
$227K -$102K -1,648 -31%