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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 %
LC
551
LCNB Corp
Ohio
$207K +$80.2K +1,753 +63%
HIS
552
Harvest Investment Services
Illinois
$207K +$207K +4,531 New
WJWM
553
Williams Jones Wealth Management
New York
$203K -$1.42M -31,122 -88%
B
554
Bailard
California
$201K
MGWM
555
Marks Group Wealth Management
Minnesota
$200K -$5.61K -120 -3%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$197K
BG
557
Bollard Group
Massachusetts
$196K -$2.03M -44,259 -91%
CFD
558
Creative Financial Designs
Indiana
$194K +$16.9K +368 +10%
LS
559
Livforsakringsbolaget Skandia
Sweden
$194K +$59.4K +1,300 +44%
GRP
560
Global Retirement Partners
California
$192K -$33.3K -728 -15%
AAMU
561
AEGON Asset Management (UK)
United Kingdom
$186K
First Manhattan
562
First Manhattan
New York
$186K +$3.42K +75 +2%
AWA
563
Arkadios Wealth Advisors
Georgia
$175K +$229 +5 +0.1%
EMG
564
ETF Managers Group
New Jersey
$170K +$17.4K +368 +11%
RIM
565
Rampart Investment Management
Connecticut
$166K -$1.57M -34,327 -90%
S
566
SignatureFD
Georgia
$146K +$10.3K +226 +8%
Lazard Asset Management
567
Lazard Asset Management
New York
$145K +$3.47K +76 +2%
CT
568
Clearstead Trust
Maine
$139K
BHWM
569
Bay Harbor Wealth Management
Maryland
$139K +$10.5K +229 +8%
SFS
570
Sowell Financial Services
Arkansas
$138K -$17.5K -381 -11%
CFA
571
Carroll Financial Associates
North Carolina
$131K -$14.7K -323 -10%
OIA
572
Optimum Investment Advisors
Illinois
$131K
AssetMark Inc
573
AssetMark Inc
California
$130K +$104K +2,264 +395%
Bessemer Group
574
Bessemer Group
New Jersey
$126K -$66K -1,441 -34%
PCM
575
Prelude Capital Management
New York
$126K +$126K +2,750 New