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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.

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 %
GTAM
726
Global Trust Asset Management
Florida
$16K +$16K +250 New
BWM
727
Baystate Wealth Management
Massachusetts
$15K
TIM
728
Tortoise Investment Management
New York
$15K
TL
729
TrueWealth LLC
Georgia
$15K
MFBTD
730
MB Financial Bank - Trust Department
Illinois
$15K +$15K +228 New
THWM
731
Taylor Hoffman Wealth Management
Virginia
$15K +$15K +239 New
LA
732
Legacy Advisors
Pennsylvania
$14K -$7.97K -131 -36%
GAM
733
Gemmer Asset Management
California
$14K -$3.95K -62 -22%
AC
734
Avestar Capital
New York
$14K +$14K +258 New
FPS
735
Fieldpoint Private Securities
Connecticut
$13K -$37.8K -588 -74%
QCG
736
Quadrant Capital Group
Ohio
$13K -$9.46K -184 -42%
JCM
737
Jacobi Capital Management
Pennsylvania
$13K
LFA
738
Legacy Financial Advisors
Kentucky
$13K +$13K +214 New
ECM
739
Estabrook Capital Management
New York
$12.8K
VIA
740
Vantage Investment Advisors
Pennsylvania
$12K
HFP
741
Holistic Financial Partners
Indiana
$12K
POIA
742
Pin Oak Investment Advisors
Texas
$12K +$12K +183 New
EARNEST Partners
743
EARNEST Partners
Georgia
$12K +$12K +191 New
SWMG
744
Signature Wealth Management Group
Georgia
$10K +$10K +149 New
CCM
745
Cribstone Capital Management
Maine
$10K +$10K +155 New
FFG
746
Ford Financial Group
California
$9K +$9K +156 New
MRCM
747
M&R Capital Management
New Jersey
$8K
PW
748
Price Wealth
Texas
$8K +$8K +132 New
PFSC
749
Peoples Financial Services Corp
Pennsylvania
$7K
PCP
750
Proficio Capital Partners
Massachusetts
$6K -$970 -16 -14%