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Welltower

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
576
Paragon Capital Management (Colorado)
Colorado
$241K
WA
577
Waverly Advisors
Alabama
$241K +$7.72K +110 +3%
MC
578
Moors & Cabot
Massachusetts
$239K +$140 +2 +0.1%
PL
579
Perpetual Ltd
Australia
$238K
OIA
580
Optimum Investment Advisors
Illinois
$235K -$21.1K -300 -8%
OWD
581
Osborn Williams & Donohoe
Ohio
$234K -$7.04K -100 -3%
SC
582
Scotia Capital
Ontario, Canada
$234K +$7.74K +110 +3%
MBT
583
Monroe Bank & Trust
Michigan
$233K +$12.3K +175 +6%
DAC
584
Dividend Assets Capital
South Carolina
$228K
SFG
585
SNS Financial Group
Minnesota
$222K
NDSI
586
Newman Dignan & Sheerar Inc
Rhode Island
$221K -$10.5K -150 -5%
BA
587
Boston Advisors
Massachusetts
$219K -$17.6K -250 -7%
UFG
588
United Fire Group
Iowa
$218K
WF
589
Welch & Forbes
Massachusetts
$211K -$3.87K -55 -2%
CHP
590
Cable Hill Partners
Oregon
$211K +$207K +2,941 +5,160%
RA
591
Rational Advisors
New York
$211K +$211K +3,000 New
SCM
592
Shelton Capital Management
Colorado
$210K
SBH
593
Segall Bryant & Hamill
Illinois
$210K +$210K +2,991 New
SDJVC
594
St. Denis J. Villere & Co
Louisiana
$210K +$210K +3,000 New
AIM
595
Arcadia Investment Management
Michigan
$209K +$125K +1,772 +147%
BTNA
596
Bremer Trust National Association
Minnesota
$206K +$12.4K +176 +6%
FHA
597
Flagship Harbor Advisors
Massachusetts
$204K -$3.24K -47 -2%
M
598
MOTCO
Texas
$195K -$2.32K -33 -1%
Lazard Asset Management
599
Lazard Asset Management
New York
$189K -$6.23K -89 -3%
DZ Bank
600
DZ Bank
Germany
$184K