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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 %
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K 200
WB
677
Webster Bank
Connecticut
$14K 200
VIA
678
Vantage Investment Advisors
Pennsylvania
$14K 195 +195 New
IWM
679
IHT Wealth Management
Illinois
$11K 148
CCM
680
Cribstone Capital Management
Maine
$11K 155
PSUF
681
People's United Financial
Connecticut
$11K 161
HCA
682
Harbour Capital Advisors
Virginia
$10.8K 153 +153 New
AAF
683
Andra AP-fonden
Sweden
$9.68K 136,700 -4,600 -3%
CFS
684
Commonwealth Financial Services
West Virginia
$9K 121
MRCM
685
M&R Capital Management
New Jersey
$9K 135
JWA
686
JFS Wealth Advisors
Pennsylvania
$8K 125
PFSC
687
Peoples Financial Services Corp
Pennsylvania
$8K 111 +111 New
LWM
688
LBA Wealth Management
Florida
$7K 100
MSFP
689
Mark Sheptoff Financial Planning
Connecticut
$7K 101 +1 +1%
PCP
690
Proficio Capital Partners
Massachusetts
$7K 97 +52 +116%
First Manhattan
691
First Manhattan
New York
$6K 91
RFM
692
Royal Fund Management
Florida
$6K 95
GI
693
Gradient Investments
Minnesota
$6K 85 +85 New
WP
694
WealthPLAN Partners
Nebraska
$5.52K 77 +77 New
SLF
695
Sun Life Financial
Ontario, Canada
$4.36K 308 +95 +45%
MIM
696
Macroview Investment Management
Maryland
$4K 51 -89 -64%
NCM
697
New Capital Management
Texas
$4K 50
FMP
698
Financial Management Professionals
Texas
$4K 64
CHP
699
Cable Hill Partners
Oregon
$4K 57 +57 New
CBT
700
Central Bank & Trust
Kentucky
$4K 63 +63 New