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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 %
WPA
651
West Paces Advisors
Georgia
$26.7K 377 -9 -2%
SWA
652
Sutton Wealth Advisors
Florida
$26.5K 374 -9 -2%
SBL
653
Sargent Bickham Lagudis
Colorado
$26K 365
CGT
654
Capital Guardian Trust
California
$21K 300
DAM
655
Delta Asset Management
Tennessee
$21K 292
FPFS
656
First Personal Financial Services
North Carolina
BWM
657
Baystate Wealth Management
Massachusetts
$20K 270 +20 +8%
TFO
658
Tarbox Family Office
California
$20K 282 +260 +1,182%
AAP
659
Arax Advisory Partners
Colorado
$19K 278 +3 +1%
HI
660
Hudock Inc
Pennsylvania
$19K 277 +3 +1%
CPIG
661
Chicago Partners Investment Group
Illinois
$19K 273 +58 +27%
PS
662
Portfolio Solutions
Michigan
$19K 265 +265 New
SFG
663
SevenBridge Financial Group
Pennsylvania
$18K 250 -1,036 -81%
TIM
664
Tortoise Investment Management
New York
$17K 243
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$17K 233 +121 +108%
AIM
666
Advantage Investment Management
Iowa
$16K 221 -1,422 -87%
LA
667
Legacy Advisors
Pennsylvania
$16K 230
GAM
668
Gemmer Asset Management
California
$16K 220 +73 +50%
QCG
669
Quadrant Capital Group
Ohio
$16K 281 +201 +251%
RFA
670
Reilly Financial Advisors
California
$16K 227 +227 New
MA
671
MCF Advisors
Kentucky
$16K 232 +232 New
AIM
672
Anchor Investment Management
South Carolina
$14.2K 200 -125 -38%
ECM
673
Estabrook Capital Management
New York
$14.2K 200
AIM
674
Acrospire Investment Management
Illinois
$14K 200 -300 -60%
JCM
675
Jacobi Capital Management
Pennsylvania
$14K 200