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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 %
EFS
551
Essex Financial Services
Connecticut
$223K -$36.9K -575 -14%
PM
552
Parametrica Management
Hong Kong
$223K +$223K +3,461 New
RCAG
553
Rehmann Capital Advisory Group
Michigan
$216K +$33K +513 +18%
LS
554
Livforsakringsbolaget Skandia
Sweden
$215K -$141K -2,200 -40%
SFG
555
Summit Financial Group
West Virginia
$215K
CG
556
CFO4Life Group
Texas
$213K -$3.86K -60 -2%
WG
557
Winton Group
United Kingdom
$213K +$213K +3,306 New
SWP
558
Strategic Wealth Partners
Ohio
$210K -$39K -607 -16%
OIA
559
Optimum Investment Advisors
Illinois
$209K +$16.1K +250 +8%
CFGS
560
Concourse Financial Group Securities
Alabama
$209K +$209K +3,246 New
CWS
561
Cypress Wealth Services
California
$207K +$207K +3,223 New
BTNA
562
Bremer Trust National Association
Minnesota
$205K +$205K +3,176 New
EWM
563
Evercore Wealth Management
New York
$204K +$204K +3,177 New
UFG
564
United Fire Group
Iowa
$199K
WC
565
Whitnell & Co
Illinois
$197K
CT
566
Clearstead Trust
Maine
$196K
DZ Bank
567
DZ Bank
Germany
$193K -$257K -4,000 -57%
S
568
SignatureFD
Georgia
$190K +$2.83K +44 +2%
CFA
569
Carroll Financial Associates
North Carolina
$189K +$14.6K +228 +8%
Lazard Asset Management
570
Lazard Asset Management
New York
$173K
M
571
MOTCO
Texas
$165K -$1.22K -19 -0.7%
TAM
572
Tiverton Asset Management
Delaware
$154K
CAM
573
Columbia Asset Management
Michigan
$150K +$150K +2,336 New
PI
574
PEAK6 Investments
Illinois
$147K +$147K +2,279 New
TCOV
575
Trust Company of Vermont
Vermont
$145K +$4.8K +75 +3%