WELL icon

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 %
AIC
701
Ameritas Investment Company
Nebraska
$59K -$249K -3,193 -81%
FANJ
702
Financial Architects (New Jersey)
New Jersey
$58K +$155 +2 +0.3%
PB
703
Pinnacle Bancorp
Nebraska
$57K -$2.31K -30 -4%
OAJ
704
Ogorek Anthony Joseph
New York
$57K
GSWM
705
Golden State Wealth Management
California
$53K +$53K +689 New
BCA
706
Berman Capital Advisors
Georgia
$50K +$1.15K +15 +2%
AA
707
Advisory Alpha
Michigan
$44.7K +$44.7K +588 New
RIA
708
Realta Investment Advisors
Delaware
$43K +$43K +550 New
ADL
709
Asset Dedication LLC
California
$42K -$4.15K -54 -9%
FCA
710
FinTrust Capital Advisors
South Carolina
$42K
BC
711
Bartlett & Co
Ohio
$42K +$311 +4 +0.7%
TFS
712
TrustCore Financial Services
Tennessee
$42K +$36.6K +472 +674%
BCWM
713
Bartlett & Co Wealth Management
Ohio
$41.9K +$310 +4 +0.7%
HCM
714
Highlander Capital Management
New Jersey
$39K
NSIM
715
North Star Investment Management
Illinois
$39K
SIS
716
Sound Income Strategies
Florida
$39K
AF
717
Advisornet Financial
Minnesota
$39K +$388 +5 +1%
JCM
718
Jacobi Capital Management
Pennsylvania
$39K +$7.8K +100 +25%
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$27.3K -359 -43%
DSC
720
Duncker Streett & Co
Missouri
$36K +$156 +2 +0.4%
LWS
721
Lucia Wealth Services
California
$36K +$29.3K +376 +437%
GTAM
722
Global Trust Asset Management
Florida
$35K
HWA
723
Heritage Wealth Advisors
Virginia
$34.6K +$28.5K +367 +465%
TCM
724
Tradewinds Capital Management
Washington
$33K -$3.04K -39 -8%
SCM
725
Silvant Capital Management
Georgia
$33K