WELL icon

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 %
TG
576
TLP Group
Illinois
$247K +$247K +3,300 New
DAC
577
Dividend Assets Capital
South Carolina
$243K
WA
578
WFG Advisors
Texas
$242K -$187K -2,505 -44%
SC
579
Scotia Capital
Ontario, Canada
$241K +$241K +3,214 New
SFG
580
SNS Financial Group
Minnesota
$237K -$8.99K -120 -4%
MBT
581
Monroe Bank & Trust
Michigan
$235K
UFG
582
United Fire Group
Iowa
$232K
ZCA
583
Zeke Capital Advisors
Pennsylvania
$232K +$232K +3,097 New
SDWMA
584
Schneider Downs Wealth Management Advisors
Pennsylvania
$229K -$78.3K -1,045 -25%
WF
585
Welch & Forbes
Massachusetts
$229K -$1.12K -15 -0.5%
MSR
586
Main Street Research
Connecticut
$228K +$228K +3,048 New
SCM
587
Shelton Capital Management
Colorado
$224K +$6.29K +84 +3%
Cetera Investment Advisers
588
Cetera Investment Advisers
Illinois
$222K -$2.96K -40 -1%
GP
589
Girard Partners
Pennsylvania
$222K +$222K +2,962 New
FHA
590
Flagship Harbor Advisors
Massachusetts
$219K +$9.68K +133 +5%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$217K +$81.5K +1,090 +60%
Mirae Asset Global Investments
592
Mirae Asset Global Investments
South Korea
$214K -$341K -4,564 -61%
IB
593
Intrust Bank
Kansas
$211K +$211K +2,818 New
CCIA
594
Campbell & Co Investment Adviser
Maryland
$211K +$211K +2,825 New
IIC
595
Ironwood Investment Counsel
Arizona
$210K -$65K -2,029 -24%
M
596
MOTCO
Texas
$210K -$9.26K -124 -4%
MAM
597
Martingale Asset Management
Massachusetts
$210K +$210K +2,804 New
BP
598
Ballentine Partners
Massachusetts
$210K +$210K +2,885 New
Lazard Asset Management
599
Lazard Asset Management
New York
$208K -$14.9K -200 -7%
BTNA
600
Bremer Trust National Association
Minnesota
$205K -$11.1K -148 -5%