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Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
626
Manchester Capital Management
Vermont
$50K
ZB
627
Zions Bancorporation
Utah
$47K +$5.74K +86 +14%
PA
628
Parallel Advisors
California
$45K +$45K +671 New
WA
629
Winfield Associates
Ohio
$42K -$67 -1 -0.2%
BCI
630
Brinker Capital Investments
Pennsylvania
$42K
KF
631
Krilogy Financial
Missouri
$40K -$28.5K -427 -42%
MBT
632
Montecito Bank & Trust
California
$35K +$35K +520 New
HCM
633
Highlander Capital Management
New Jersey
$33K
NSIM
634
North Star Investment Management
Illinois
$33K
AIM
635
Acrospire Investment Management
Illinois
$33K +$33K +500 New
JFA
636
JNBA Financial Advisors
Minnesota
$32K -$43.2K -648 -57%
CAL
637
Capital Advisors Ltd
Ohio
$32K
MCM
638
MV Capital Management
Maryland
$31K
BC
639
Bartlett & Co
Ohio
$31K +$271 +4 +0.9%
TCM
640
Tradewinds Capital Management
Washington
$30K -$38K -510 Closed
CLOS
641
Compagnie Lombard Odier SCmA
Switzerland
$29K -$108K -1,630 -79%
VFA
642
Virtus Fund Advisers
Connecticut
$28K
PFS
643
Physicians Financial Services
North Carolina
$27K
BIG
644
Bellwether Investment Group
Tennessee
$27K +$27K +397 New
SIM
645
Sonora Investment Management
Arizona
$26.8K
WPA
646
West Paces Advisors
Georgia
$25.8K +$25.8K +386 New
SWA
647
Sutton Wealth Advisors
Florida
$25.6K -$19.9K -297 -44%
SBL
648
Sargent Bickham Lagudis
Colorado
$24K -$27.5K -418 -53%
AIM
649
Anchor Investment Management
South Carolina
$21.8K
HR
650
Howe & Rusling
New York
$21K -$13.2K -196 -39%