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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 %
DWM
776
Destination Wealth Management
California
$10K +$10K +130 New
RTC
777
Riverview Trust Company
Washington
$10K +$10K +133 New
AC
778
Avestar Capital
New York
$9K
PFSC
779
Peoples Financial Services Corp
Pennsylvania
$9K
IFAM
780
Institutional & Family Asset Management
Colorado
$9K +$973 +12 +12%
AWM
781
Avior Wealth Management
Nebraska
$9K +$6.96K +92 +341%
IAS
782
IMA Advisory Services
Colorado
$8K
MSFP
783
Mark Sheptoff Financial Planning
Connecticut
$8K
FRA
784
Front Row Advisors
California
$8K
EWM
785
Executive Wealth Management
Michigan
$7K -$1.23K -16 -15%
CHP
786
Cable Hill Partners
Oregon
$7K
CI
787
CX Institutional
Indiana
$7K +$5.77K +75 +469%
GI
788
Gradient Investments
Minnesota
$6K -$34.4K -413 -85%
AIC
789
Archer Investment Corporation
Indiana
$6K
RFM
790
Royal Fund Management
Florida
$5K -$1.84K -25 -27%
OFW
791
Omnia Family Wealth
Florida
$5K
TA
792
TCG Advisors
Texas
$5K +$5K +62 New
SCM
793
Shelton Capital Management
Colorado
$4.39K -$34.1K -2,651 -89%
AIM
794
Advantage Investment Management
Iowa
$4K -$16.3K -237 -80%
TFO
795
Tarbox Family Office
California
$4K
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$3.1K -$18.9K -243 -86%
ESB
797
Essex Savings Bank
Connecticut
$3K
BFC
798
Bedel Financial Consulting
Indiana
$3K
IF
799
Ironwood Financial
Arizona
$3K
TFA
800
Transamerica Financial Advisors
Florida
$2K -$769 -5 -28%