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Welltower

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$19.9K -310 -46%
JIC
577
Joel Isaacson & Co
New York
$23K +$19.5K +300 +566%
EFSCE
578
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
IWC
579
Integrated Wealth Counsel
California
$21K
TDC
580
Thompson Davis & Co
Virginia
$20K -$9.77K -146 -33%
RIM
581
Ranger International Management
Illinois
$19K
GWM
582
Gupta Wealth Management
California
$18K -$993 -15 -5%
JWA
583
JFS Wealth Advisors
Pennsylvania
$18K
VIA
584
Vident Investment Advisory
Georgia
$18K +$18K +278 New
CAW
585
Cornerstone Advisors (Washington)
Washington
$17K
ECM
586
Estabrook Capital Management
New York
$16.4K
EDRH
587
Edmond de Rothschild Holding
Switzerland
$16K +$16K +250 New
EDRS
588
Edmond de Rothschild (Suisse)
Switzerland
$16K +$16K +250 New
FHA
589
First Horizon Advisors
Tennessee
$15K -$14.9K -229 -50%
DSC
590
Duncker Streett & Co
Missouri
$15K
CPIG
591
Chicago Partners Investment Group
Illinois
$14K -$326 -5 -2%
P
592
Palladiem
Pennsylvania
$14K +$14K +207 New
BC
593
Bartlett & Co
Ohio
$12K
NSIM
594
North Star Investment Management
Illinois
$12K
First Manhattan
595
First Manhattan
New York
$12K +$5.87K +91 +96%
M
596
MOTCO
Texas
$11K
HA
597
Harfst & Associates
Wyoming
$11K +$11K +162 New
FMB
598
Field & Main Bank
Kentucky
$10K
OC
599
Oakworth Capital
Alabama
$9K
TCOV
600
Trust Company of Vermont
Vermont
$9K +$2.38K +36 +36%