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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
226
Walled Lake Planning & Wealth Management
Illinois
$2.6M -$57.5K -1,257 -2%
GCM
227
Garland Capital Management
Washington
$2.6M -$62.9K -1,375 -2%
SAM
228
Sompo Asset Management
Japan
$2.59M +$1.71M +37,355 +194%
DZ Bank
229
DZ Bank
Germany
$2.57M -$71.4M -1,559,998 -97%
IG
230
ING Group
Netherlands
$2.48M -$1.37M -29,909 -36%
DnB Asset Management
231
DnB Asset Management
Norway
$2.45M -$478K -10,446 -16%
GIA
232
Gateway Investment Advisers
Ohio
$2.33M -$745K -16,269 -24%
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$2.33M +$1.84M +40,170 +377%
M&T Bank
234
M&T Bank
New York
$2.32M +$706K +15,435 +44%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$216K +4,724 +10%
VI
236
Vestcor Inc
New Brunswick, Canada
$2.31M +$46K +1,004 +2%
WCM
237
Windward Capital Management
California
$2.26M -$292K -6,383 -11%
PG
238
Pendal Group
Australia
$2.25M -$501K -10,941 -18%
ACM
239
Azimuth Capital Management
Michigan
$2.25M +$85.4K +1,865 +4%
RIM
240
Redpoint Investment Management
Australia
$2.21M -$53.8K -1,174 -2%
OPERF
241
Oregon Public Employees Retirement Fund
Oregon
$2.19M -$3.94M -86,156 -64%
Wealthfront Advisers
242
Wealthfront Advisers
California
$2.17M +$373K +8,152 +21%
GLR
243
Great Lakes Retirement
Ohio
$2.15M +$2.15M +46,811 New
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$2.13M +$19.3K +422 +0.9%
JAM
245
Jupiter Asset Management
United Kingdom
$2.1M -$83.9K -1,838 -4%
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$2.07M +$299K +6,519 +17%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$2.05M +$71.4K +1,560 +4%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$2.03M -$2.34M -51,199 -54%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$1.99M -$1.97M -43,168 -50%
UB
250
UMB Bank
Missouri
$1.92M -$2.45M -53,570 -56%