WELL icon

Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
C
551
CFO4Life
Texas
$257K -$16.8K -251 -6%
OWD
552
Osborn Williams & Donohoe
Ohio
$256K -$10K -150 -4%
PL
553
Parkwood LLC
Ohio
$250K -$178K -2,654 -42%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$248K -$41.8K -624 -14%
W
555
Wealthfront
California
$243K -$3.88K -58 -2%
PAS
556
Park Avenue Securities
New York
$242K +$242K +3,651 New
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$238K -$1.34K -20 -0.6%
OIA
558
Optimum Investment Advisors
Illinois
$237K
WC
559
Whitnell & Co
Illinois
$235K
GWM
560
Geneos Wealth Management
Colorado
$234K -$63.1K -946 -21%
WS
561
Wedbush Securities
California
$234K -$17.5K -262 -7%
TNBTD
562
Trustmark National Bank Trust Department
Mississippi
$234K
PL
563
Perpetual Ltd
Australia
$234K +$53.5K +800 +30%
IH
564
IFC Holdings
Florida
$231K -$50.4K -755 -18%
BCMO
565
Buckingham Capital Management (Ohio)
Ohio
$231K -$18.4K -275 -7%
RA
566
RFG Advisory
Alabama
$228K
NDSI
567
Newman Dignan & Sheerar Inc
Rhode Island
$227K
BA
568
Boston Advisors
Massachusetts
$225K
Lazard Asset Management
569
Lazard Asset Management
New York
$222K -$2.48M -37,111 -92%
AT
570
Argent Trust
Texas
$218K -$21.7K -324 -9%
DAC
571
Dividend Assets Capital
South Carolina
$218K
EWM
572
Evermay Wealth Management
Virginia
$218K
CFD
573
Creative Financial Designs
Indiana
$211K +$211K +3,158 New
MBT
574
Monroe Bank & Trust
Michigan
$210K
BTNA
575
Bremer Trust National Association
Minnesota
$210K +$13K +194 +7%