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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 %
SG Americas Securities
251
SG Americas Securities
New York
$3.13M -$3.43M -49,404 -52%
CCM
252
Catawba Capital Management
Virginia
$3.11M +$250K +3,600 +9%
BOH
253
Bank of Hawaii
Hawaii
$3.07M -$324K -4,665 -10%
William Blair & Company
254
William Blair & Company
Illinois
$2.99M +$271K +3,912 +10%
WAM
255
World Asset Management
Michigan
$2.98M -$247K -3,567 -8%
LFR
256
Lehman Financial Resources
Pennsylvania
$2.91M -$55.1K -795 -2%
AA
257
ALPS Advisors
Colorado
$2.88M -$106K -1,531 -4%
Lazard Asset Management
258
Lazard Asset Management
New York
$2.85M -$483K -6,966 -14%
AMI
259
Amica Mutual Insurance
Rhode Island
$2.85M – – –
BCM
260
Buckhead Capital Management
Georgia
$2.84M +$1.39K +20 +0%
MCM
261
Maryland Capital Management
Maryland
$2.83M -$56.2K -810 -2%
CIA
262
Capital Investment Advisors
Georgia
$2.78M -$4.3K -62 -0.2%
CBTWT
263
Community Bank & Trust (Waco, Texas)
Texas
$2.73M +$2.73M +39,305 New
BC
264
Barnett & Company
Tennessee
$2.72M -$162K -2,340 -6%
HighTower Advisors
265
HighTower Advisors
Illinois
$2.64M +$180K +2,601 +7%
FM
266
Forward Management
California
$2.59M +$506K +7,300 +24%
Calamos Advisors
267
Calamos Advisors
Illinois
$2.58M +$153K +2,214 +6%
ICOA
268
Investment Centers of America
North Dakota
$2.58M +$330K +4,765 +15%
CA
269
Cetera Advisors
Colorado
$2.54M -$44.3K -638 -2%
ACP
270
Ashfield Capital Partners
California
$2.51M -$34.2K -493 -1%
BG
271
Bollard Group
Massachusetts
$2.48M +$35.4K +510 +1%
QCM
272
Quadrant Capital Management
New Jersey
$2.45M +$27.7K +400 +1%
OSNBOA
273
Old Second National Bank of Aurora
Illinois
$2.39M +$119K +1,722 +5%
LS
274
Livforsakringsbolaget Skandia
Sweden
$2.31M +$478K +6,900 +26%
KRS
275
Kentucky Retirement Systems
Kentucky
$2.26M +$399K +5,748 +21%
9 10
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