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Welltower

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M
Name Market Value Shares Shares
Change
Shares
Change %
BFEC
601
Benjamin F. Edwards & Company
Missouri
$128K 1,813 +212 +13%
HFM
602
Hartford Financial Management
Connecticut
$113K 1,600
FIB
603
First Interstate Bank
Montana
$113K 1,600
VWM
604
Valley Wealth Managers
New Jersey
$113K 1,600 +1,600 New
DSC
605
Duncker Streett & Co
Missouri
$112K 1,584 +511 +48%
TCOV
606
Trust Company of Vermont
Vermont
$107K 1,505 +450 +43%
PVH
607
Psagot Value Holdings
Israel
$106K 1,500
GRP
608
Global Retirement Partners
California
$104K 1,462 +609 +71%
CFN
609
Cordasco Financial Network
Florida
$101K 1,426 -254 -15%
GLI
610
Guardian Life Insurance
New York
$99K 1,398 +9 +0.6%
AIM
611
Arcadia Investment Management
Michigan
$98K 1,383
DZ Bank
612
DZ Bank
Germany
$87K 1,239 -2,639 -68%
IDBONY
613
Israel Discount Bank of New York
New York
$80K 1,125 +225 +25%
FMTCOCP
614
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77.9K 1,100 -175 -14%
EA
615
Edge Advisors
Georgia
$77K 1,102 +225 +26%
TC
616
Trust Company
Kansas
$76K 1,079 +1,079 New
FANJ
617
Financial Architects (New Jersey)
New Jersey
$75K 1,046 -24 -2%
AIL
618
AGF Investments LLC
Ontario, Canada
$74K 1,038 -388 -27%
CAL
619
Capital Analysts LLC
Pennsylvania
$71.1K 1,003 -80 -7%
HDIM
620
Hanson & Doremus Investment Management
Vermont
$71K 1,000
MCA
621
Mercer Capital Advisers
New Jersey
$71K 1,000
RIM
622
Rampart Investment Management
Connecticut
$71K 1,004 +1,004 New
PA
623
Parallel Advisors
California
$70K 1,003 +332 +49%
PB
624
Pinnacle Bancorp
Nebraska
$67K 948 +948 New
SA
625
SpiderRock Advisors
Delaware