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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 %
FWM
576
Focused Wealth Management
New York
$139K -$36.4K -566 -21%
AIM
577
Arcadia Investment Management
Michigan
$133K -$26K -405 -16%
FHA
578
First Horizon Advisors
Tennessee
$131K +$13.9K +216 +12%
JA
579
JOYN Advisors
Georgia
$124K +$1.48K +23 +1%
RA
580
Rational Advisors
New York
$124K +$124K +1,923 +38,460%
KTC
581
Kistler-Tiffany Companies
Pennsylvania
$121K -$22.1K -344 -15%
SF
582
Synovus Financial
Georgia
$120K -$6.42K -100 -5%
VFA
583
Valeo Financial Advisors
Indiana
$119K -$5.36K -78 -4%
Bessemer Group
584
Bessemer Group
New Jersey
$119K +$19.3K +299 +19%
RWA
585
River Wealth Advisors
Pennsylvania
$108K +$193 +3 +0.2%
HI
586
Hudock Inc
Pennsylvania
$107K +$256 +4 +0.2%
MFW
587
Mosaic Family Wealth
Missouri
$104K
HFM
588
Hartford Financial Management
Connecticut
$103K
Qube Research & Technologies (QRT)
589
Qube Research & Technologies (QRT)
United Kingdom
$101K -$345K -5,351 -77%
QCIG
590
Quad-Cities Investment Group
Iowa
$99K +$381 +6 +0.4%
Capstone Investment Advisors
591
Capstone Investment Advisors
New York
$98K +$98K +1,521 New
PCG
592
Private Capital Group
Connecticut
$97K +$22.6K +351 +30%
CGT
593
Capital Guardian Trust
California
$95K +$95K +1,477 New
BWM
594
BerganKDV Wealth Management
Minnesota
$94K -$94K
IGGA
595
Iron Gate Global Advisors
Utah
$82K
CFN
596
Cordasco Financial Network
Florida
$81K
PK
597
Pflug Koory
Nebraska
$80K
PA
598
Parallel Advisors
California
$80K +$64 +1 +0.1%
TC
599
Truvestments Capital
Florida
$77K +$77K +1,202 New
ST
600
Smithfield Trust
Pennsylvania
$76K