WELL icon

Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
751
McKinley Carter Wealth Services
West Virginia
-$207K -2,774 Closed
AP
752
Appleton Partners
Massachusetts
-$204K -2,725 Closed
FTIOP
753
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$202K -2,708 Closed
MWP
754
MYCIO Wealth Partners
Pennsylvania
-$153K -2,047 Closed
WIC
755
Woodmont Investment Counsel
Tennessee
-$144K -1,922 Closed
PWM
756
Perigon Wealth Management
California
-$86K -1,145 Closed
S
757
SignatureFD
Georgia
-$84K -1,128 Closed
FNBSF
758
First National Bank Sioux Falls
South Dakota
-$52K -700 Closed
Parallax Volatility Advisers
759
Parallax Volatility Advisers
California
-$47K -624 Closed
JSAM
760
J. Safra Asset Management
New York
-$28K -379 Closed
CHP
761
Cable Hill Partners
Oregon
-$22K -308 Closed
SAM
762
Solaris Asset Management
New York
-$19K -250 Closed
JIC
763
Joel Isaacson & Co
New York
-$18K -243 Closed
VIA
764
Vantage Investment Advisors
Pennsylvania
-$15K -195 Closed
PFSC
765
Peoples Financial Services Corp
Pennsylvania
-$8K -111 Closed
RWG
766
Regal Wealth Group
California
-$4K -60 Closed
JGIA
767
Jackson Grant Investment Advisers
Connecticut
-$4K -51 Closed
AWMS
768
Advocacy Wealth Management Services
Georgia
-$3K -37 Closed
HCM
769
Herndon Capital Management
Georgia
-$2K -33 Closed
TC
770
Trust Company
Kansas
-$2K -28 Closed
DSN
771
D. Scott Neal
Kentucky
-$1K -14 Closed