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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 %
WCM
751
WealthBridge Capital Management
Ohio
$18K -$383 -5 -2%
PMFA
752
Plante Moran Financial Advisors
Michigan
$17K
PCP
753
Proficio Capital Partners
Massachusetts
$17K +$1.99K +26 +13%
SIM
754
Sonora Investment Management
Arizona
$16K
VNA
755
Valley National Advisers
Pennsylvania
$16K
GAM
756
Gemmer Asset Management
California
$16K
LA
757
Legacy Advisors
Pennsylvania
$16K +$16K +200 New
SWA
758
Sutton Wealth Advisors
Florida
$15.8K
EARNEST Partners
759
EARNEST Partners
Georgia
$15K
ME
760
McIlrath & Eck
Washington
$14K
WEC
761
Winslow Evans & Crocker
Massachusetts
$14K +$14K +162 New
FGAM
762
Financial Gravity Asset Management
Texas
$14K +$14K +177 New
BL
763
Balentine LLC
Georgia
$13K -$6.34K -81 -33%
LWA
764
Lowe Wealth Advisors
Maryland
$13K +$13K +177 New
AssetMark Inc
765
AssetMark Inc
California
$12K -$11.6K -149 -49%
PCMK
766
Paragon Capital Management (Kansas)
Kansas
$12K
LFA
767
Legacy Financial Advisors
Kentucky
$12K +$4.41K +58 +58%
CTB
768
Country Trust Bank
Illinois
$11K -$92.6K -1,162 -89%
GWS
769
Glassman Wealth Services
Virginia
$11K +$3.36K +43 +44%
BMM
770
Buffington Mohr McNeal
Idaho
$11K +$11K +136 New
TWA
771
TCI Wealth Advisors
Arizona
$10K -$826 -10 -8%
THWM
772
Taylor Hoffman Wealth Management
Virginia
$10K
MRCM
773
M&R Capital Management
New Jersey
$10K
CWA
774
Clarus Wealth Advisors
Arizona
$10K +$78 +1 +0.8%
CIA
775
CSat Investment Advisory
Michigan
$10K +$301 +4 +3%