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Welltower

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
701
Proficio Capital Partners
Massachusetts
$9K +$3.63K +67 +68%
IIC
702
Integrated Investment Consultants
Michigan
$9K +$9K +168 New
CCM
703
Cribstone Capital Management
Maine
$8K -$986 -17 -11%
SWMG
704
Signature Wealth Management Group
Georgia
$8K
SFM
705
Signet Financial Management
New Jersey
$8K +$8K +147 New
MRCM
706
M&R Capital Management
New Jersey
$7K
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.7K +31 +32%
JA
708
JOYN Advisors
Georgia
$7K +$7K +124 New
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$6.15K +$3.97K +73 +183%
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$6K
MSFP
711
Mark Sheptoff Financial Planning
Connecticut
$5K
LF
712
Lee Financial
Texas
$5K +$5K +83 New
BFC
713
Bedel Financial Consulting
Indiana
$5K +$5K +87 New
IFAM
714
Institutional & Family Asset Management
Colorado
$5K +$5K +88 New
NIM
715
NuWave Investment Management
New Jersey
$4K -$426K -7,565 -99%
MYIA
716
Mount Yale Investment Advisors
Colorado
$4K +$4K +79 New
AC
717
Avestar Capital
New York
$3K -$3.4K -137 -53%
FMP
718
Financial Management Professionals
Texas
$3K
FRA
719
Front Row Advisors
California
$3K
NCM
720
New Capital Management
Texas
$3K
MIM
721
Macroview Investment Management
Maryland
$3K +$56 +1 +2%
OFW
722
Omnia Family Wealth
Florida
$3K +$3K +59 New
PGA
723
Premia Global Advisors
Florida
$3K +$3K +73 New
Nomura Holdings
724
Nomura Holdings
Japan
$2.32K -$1K -18,438 -30%
FCB
725
First Command Bank
Texas
$2.29K