WELL icon

Welltower

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
676
Brinker Capital Investments
Pennsylvania
$40K
WA
677
Winfield Associates
Ohio
$40K +$64 +1 +0.2%
DPA
678
Delphi Private Advisors
California
$39K
SIM
679
Sonora Investment Management
Arizona
$38.8K
AIL
680
AGF Investments LLC
Ontario, Canada
$38K -$1.02K -16 -3%
Carson Wealth (CWM LLC)
681
Carson Wealth (CWM LLC)
Nebraska
$36K -$27.3K -434 -43%
AIM
682
Advantage Investment Management
Iowa
$36K -$6.9K -107 -16%
RIA
683
RPG Investment Advisory
California
$35K
CA
684
Crewe Advisors
Utah
$34K +$34K +526 New
OIA
685
OneDigital Investment Advisors
Kansas
$34K +$34K +540 New
TFS
686
TrustCore Financial Services
Tennessee
$34K +$34K +540 New
MIFH
687
Migdal Insurance & Financial Holdings
Israel
$32K -$38.1K -597 -54%
SSB
688
Sandy Spring Bank
Maryland
$32K -$6.47K -100 -17%
NSIM
689
North Star Investment Management
Illinois
$32K
HCM
690
Highlander Capital Management
New Jersey
$32K
WWM
691
Wagner Wealth Management
South Carolina
$32K +$32K +300 New
RWA
692
Ropes Wealth Advisors
Massachusetts
$32K +$32K +500 New
JFA
693
JNBA Financial Advisors
Minnesota
$31K
CPIG
694
Chicago Partners Investment Group
Illinois
$31K
HI
695
Hudock Inc
Pennsylvania
$30K -$94.9K -1,521 -76%
BC
696
Bartlett & Co
Ohio
$30K +$191 +3 +0.6%
AF
697
Advisornet Financial
Minnesota
$30K +$30K +470 New
SIS
698
Sound Income Strategies
Florida
$29K +$29K +529 New
VFA
699
Virtus Fund Advisers
Connecticut
$27K
ClearBridge Investments
700
ClearBridge Investments
New York
$26K -$715 -11 -3%