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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 %
WAS
726
Winch Advisory Services
Wisconsin
$32K +$4.23K +55 +15%
ClearBridge Investments
727
ClearBridge Investments
New York
$31K
MCM
728
MV Capital Management
Maryland
$31K
SQA
729
Simon Quick Advisors
New Jersey
$31K +$31K +400 New
IDBONY
730
Israel Discount Bank of New York
New York
$30K -$769 -10 -3%
CFG
731
Citizens Financial Group
Rhode Island
$30K +$30K +383 New
GEA
732
Glen Eagle Advisors
New Jersey
$28.7K +$78 +1 +0.3%
JFA
733
JNBA Financial Advisors
Minnesota
$27K -$4.32K -55 -14%
SMFS
734
Squar Milner Financial Services
California
$27K
SSB
735
Sandy Spring Bank
Maryland
$25K +$6.68K +86 +36%
OFS
736
Orrstown Financial Services
Pennsylvania
$25K +$25K +316 New
FC
737
Ferris Capital
Massachusetts
$24K -$2.39K -31 -9%
VFA
738
Valeo Financial Advisors
Indiana
$24K +$234 +3 +1%
WPA
739
West Paces Advisors
Georgia
$23.7K
HGWM
740
Harvest Group Wealth Management
Massachusetts
$23K +$23K +300 New
CG
741
Cutler Group
California
$22K -$307K -4,070 -93%
BAMCO Inc
742
BAMCO Inc
New York
$22K -$8.46K -110 -28%
LPWM
743
Lake Point Wealth Management
Texas
$21K -$419K -5,105 -95%
AIA
744
Alera Investment Advisors
Illinois
$20K +$3.64K +46 +22%
DAM
745
Delta Asset Management
Tennessee
$19K -$42.4K -540 -69%
SFG
746
SevenBridge Financial Group
Pennsylvania
$19K
WB
747
Webster Bank
Connecticut
$19K
PFGIA
748
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$2.18K +28 +13%
FMB
749
Field & Main Bank
Kentucky
$19K +$19K +250 New
IRC
750
Investors Research Corp
Georgia
$19K +$19K +251 New