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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 %
TCM
601
Tradewinds Capital Management
Washington
$76K +$6.42K +100 +9%
MWPCG
602
Measured Wealth Private Client Group
New Hampshire
$76K +$76K +1,180 New
NWM
603
Northwest Wealth Management
Iowa
$75K
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$73K -$14.2M -220,074 -99%
QCG
605
Quadrant Capital Group
Ohio
$71K +$8.32K +147 +13%
CBT
606
Capital Bank & Trust
California
$69K +$69K +1,078 New
CCM
607
Covington Capital Management
California
$68K -$5.37K -84 -7%
GLI
608
Guardian Life Insurance
New York
$68K +$1.49K +23 +2%
CAC
609
Certified Advisory Corp
Florida
$66K +$129 +2 +0.2%
HDIM
610
Hanson & Doremus Investment Management
Vermont
$64K
MCA
611
Mercer Capital Advisers
New Jersey
$64K
KC
612
KHP Capital
Oklahoma
$64K
TRCT
613
Tower Research Capital (TRC)
New York
$61K -$2M -31,044 -97%
CAL
614
Capital Analysts LLC
Pennsylvania
$61K +$576 +9 +1%
EDRH
615
Edmond de Rothschild Holding
Switzerland
$58K +$58K +900 New
TC
616
Trust Company
Kansas
$55K
KA
617
Kaizen Advisory
Illinois
$54K
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$53K -$81K -1,265 -60%
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
LWS
620
Lucia Wealth Services
California
$53K +$14.5K +225 +38%
OSNBOA
621
Old Second National Bank of Aurora
Illinois
$52K -$11.7K -182 -18%
ADL
622
Asset Dedication LLC
California
$51K +$5.42K +84 +12%
DAM
623
Delta Asset Management
Tennessee
$50K
FANJ
624
Financial Architects (New Jersey)
New Jersey
$48K -$19.6K -306 -29%
AssetMark Inc
625
AssetMark Inc
California
$47K +$2.44K +38 +5%