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Welltower

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BBNA
626
Bremer Bank National Association
Minnesota
$217K +$217K +2,923 New
EWF
627
Epstein & White Financial
California
$216K -$30.3K -395 -12%
CFA
628
Carroll Financial Associates
North Carolina
$216K -$2.94K -38 -1%
WIC
629
Woodmont Investment Counsel
Tennessee
$216K +$216K +2,788 New
BCI
630
Brinker Capital Investments
Pennsylvania
$214K +$162K +2,086 +312%
FHA
631
Flagship Harbor Advisors
Massachusetts
$210K +$155 +2 +0.1%
OIA
632
Optimum Investment Advisors
Illinois
$209K
Lazard Asset Management
633
Lazard Asset Management
New York
$209K
CA
634
Claro Advisors
Massachusetts
$209K +$13.7K +176 +7%
AIM
635
Axiom Investment Management
New York
$208K -$395K -5,089 -65%
BRWA
636
B. Riley Wealth Advisors
Florida
$208K -$136K -1,737 -40%
WF
637
Welch & Forbes
Massachusetts
$205K +$205K +2,640 New
FRM
638
Fox Run Management
Connecticut
$205K +$205K +2,640 New
KWM
639
Kingsview Wealth Management
Oregon
$204K +$204K +2,625 New
GWMIA
640
Global Wealth Management Investment Advisory
Florida
$202K -$281K -3,621 -58%
LIM
641
Leavell Investment Management
Alabama
$202K +$202K +2,597 New
CPIA
642
Cornell Pochily Investment Advisors
New York
$201K +$9.71K +312 +5%
BBHC
643
Brown Brothers Harriman & Co
New York
$200K +$200K +2,579 New
Carson Wealth (CWM LLC)
644
Carson Wealth (CWM LLC)
Nebraska
$197K +$132K +1,588 +204%
SWP
645
Strategic Wealth Partners
Ohio
$193K -$45.5K -591 -19%
OWD
646
Osborn Williams & Donohoe
Ohio
$178K +$178K +2,325 New
M
647
MOTCO
Texas
$177K -$18.9K -244 -10%
CFD
648
Creative Financial Designs
Indiana
$174K +$152K +1,951 +675%
LWM
649
Liberty Wealth Management
California
$167K +$3.63K +47 +2%
LC
650
Lindbrook Capital
California
$159K