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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$506M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$239M
3
Principal Financial Group
Principal Financial Group
Iowa
+$193M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
LCM
Laurion Capital Management
New York
+$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$351M
2
Cohen & Steers
Cohen & Steers
New York
-$263M
3
IG
ING Group
Netherlands
-$154M
4
HRES
Heitman Real Estate Securities
Illinois
-$130M
5
BG
Bahl & Gaynor
Ohio
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$3.84M +$708K +10,206 +23%
CAM
227
Carret Asset Management
New York
$3.82M +$48.9K +705 +1%
Janus Henderson Group
228
Janus Henderson Group
United Kingdom
$3.79M +$572K +8,249 +18%
State of Tennessee, Department of Treasury
229
State of Tennessee, Department of Treasury
Tennessee
$3.77M +$329K +4,737 +10%
Truist Financial
230
Truist Financial
North Carolina
$3.74M +$137K +1,974 +4%
ClearBridge Investments
231
ClearBridge Investments
New York
$3.73M -$33.6K -484 -0.9%
PAI
232
Pittenger & Anderson Inc
Nebraska
$3.72M +$54.4K +785 +1%
AFWA
233
Ancora Family Wealth Advisors
Ohio
$3.65M +$29.1K +420 +0.8%
DILH
234
Dai-ichi Life Holdings
Japan
$3.62M -$78.1K -1,126 -2%
MAM
235
Mizuho Asset Management
Japan
$3.53M -$901K -11,644 -20%
SAM
236
Silvercrest Asset Management
New York
$3.51M +$1.92M +27,659 +121%
PDN
237
Pensionfund DSM Netherlands
Netherlands
$3.46M +$763K +11,000 +28%
LCM
238
Landscape Capital Management
New Jersey
$3.43M +$1.46M +20,996 +74%
MAS
239
Madden Advisory Services
Florida
$3.43M -$507K -7,305 -13%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$3.41M -$1.01M -14,549 -23%
HC
241
HHG & Company
Connecticut
$3.38M +$126K +1,811 +4%
MOACM
242
Mutual of America Capital Management
New York
$3.36M -$2.64K -38 -0.1%
MSA
243
Mason Street Advisors
Wisconsin
$3.28M +$74.5K +1,075 +2%
TRSOTSOK
244
Teachers Retirement System of the State of Kentucky
Kentucky
$3.26M – – –
ACM
245
Azimuth Capital Management
Michigan
$3.25M +$78K +1,125 +2%
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$3.25M +$104K +1,496 +3%
IRF
247
IBM Retirement Fund
New York
$3.24M -$2.83M -39,675 -47%
CMBA
248
C.M. Bidwell & Associates
Hawaii
$3.22M +$3.22M +46,480 New
Rafferty Asset Management
249
Rafferty Asset Management
New York
$3.21M -$1.8M -25,915 -36%
CPS
250
Counsel Portfolio Services
Ontario, Canada
$3.15M +$3.15M +45,411 New
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