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Welltower

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
551
Summit Financial Group
West Virginia
$293K +$293K +3,915 New
TW
552
Transform Wealth
Colorado
$290K -$3.74K -50 -1%
TMAM
553
Tokio Marine Asset Management
Japan
$288K -$110K -1,473 -28%
GLA
554
Good Life Advisors
Pennsylvania
$288K -$26.8K -368 -9%
GT
555
Glenview Trust
Kentucky
$283K -$13.5K -181 -5%
AT
556
Argent Trust
Texas
$281K -$749 -10 -0.3%
AIA
557
Allegis Investment Advisors
Idaho
$280K +$280K +3,741 New
CSS
558
Cubist Systematic Strategies
Connecticut
$277K -$54.8K -732 -17%
TNB
559
Thomasville National Bank
Georgia
$277K -$15.4K -206 -5%
CCA
560
Checchi Capital Advisers
California
$274K -$42.2K -563 -13%
OIA
561
Optimum Investment Advisors
Illinois
$273K
NFG
562
Next Financial Group
Texas
$270K +$4.12K +55 +2%
IH
563
IFC Holdings
Florida
$269K +$12.5K +168 +5%
WC
564
Whitnell & Co
Illinois
$263K
TNBTD
565
Trustmark National Bank Trust Department
Mississippi
$262K
PL
566
Perpetual Ltd
Australia
$262K
CFD
567
Creative Financial Designs
Indiana
$258K -$20.1K -269 -7%
PCMC
568
Paragon Capital Management (Colorado)
Colorado
$257K +$18.1K +242 +8%
OWD
569
Osborn Williams & Donohoe
Ohio
$256K -$29.9K -400 -10%
AFP
570
Ausdal Financial Partners
Iowa
$255K +$26K +347 +11%
MC
571
Moors & Cabot
Massachusetts
$253K -$14.8K -199 -6%
BA
572
Boston Advisors
Massachusetts
$252K
BWM
573
BerganKDV Wealth Management
Minnesota
$250K -$74.7K -996 -23%
WA
574
Waverly Advisors
Alabama
$249K -$2.7K -36 -1%
NDSI
575
Newman Dignan & Sheerar Inc
Rhode Island
$247K -$6.59K -88 -3%