WELL icon

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 %
DSC
626
Duncker Streett & Co
Missouri
$68K -$12.1K -172 -15%
SA
627
SpiderRock Advisors
Delaware
$66K
PA
628
Parallel Advisors
California
$65K +$136 +2 +0.2%
TCM
629
Tradewinds Capital Management
Washington
$65K +$489 +7 +0.8%
WEC
630
Winslow Evans & Crocker
Massachusetts
$61.8K -$24.6K -350 -28%
GLI
631
Guardian Life Insurance
New York
$59K +$704 +10 +1%
MIFH
632
Migdal Insurance & Financial Holdings
Israel
$58K -$38.4K -728 -40%
CG
633
Cutler Group
California
$57K +$57K +824 New
FPS
634
Fieldpoint Private Securities
Connecticut
$56K +$56K +790 New
AssetMark Inc
635
AssetMark Inc
California
$48K -$29.1K -413 -38%
AIM
636
Advantage Investment Management
Iowa
$47K +$10.1K +143 +27%
BCI
637
Brinker Capital Investments
Pennsylvania
$44K
WA
638
Winfield Associates
Ohio
$44K
TRCT
639
Tower Research Capital (TRC)
New York
$43K +$37.1K +525 +633%
SIM
640
Sonora Investment Management
Arizona
$42.7K
SSB
641
Sandy Spring Bank
Maryland
$42K -$16K -226 -28%
KF
642
Krilogy Financial
Missouri
$42K
AIL
643
AGF Investments LLC
Ontario, Canada
$42K +$689 +10 +2%
RIA
644
RPG Investment Advisory
California
$39K
NSIM
645
North Star Investment Management
Illinois
$35K
HCM
646
Highlander Capital Management
New Jersey
$35K
JFA
647
JNBA Financial Advisors
Minnesota
$34K
CPIG
648
Chicago Partners Investment Group
Illinois
$34K +$19K +273 +127%
CAL
649
Capital Advisors Ltd
Ohio
$33K
BC
650
Bartlett & Co
Ohio
$33K +$283 +4 +0.9%