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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 %
ACC
276
Accident Compensation Corp
New Zealand
$2.25M -$773K -11,150 -26%
BWFM
277
Bridgewater Wealth & Financial Management
Maryland
$2.24M +$32.9K +475 +1%
GHA
278
Garcia Hamilton & Associates
Texas
$2.22M +$17.1K +246 +0.8%
TAF
279
Tredje AP-fonden
Sweden
$2.19M +$655K +9,113 +43%
PCM
280
Palouse Capital Management
Washington
$2.13M -$33K -476 -2%
RJT
281
Raymond James Trust
Florida
$2.11M -$118K -1,700 -5%
GC
282
Globeflex Capital
California
$2.11M -$42.9K -619 -2%
V
283
Veritable
Delaware
$2.1M -$54.9K -792 -3%
CRIM
284
Castle Ridge Investment Management
Connecticut
$2.09M -$1.89M -27,250 -47%
FWIA
285
Fort Washington Investment Advisors
Ohio
$2.08M +$525K +7,570 +34%
FP
286
Foundry Partners
Minnesota
$2.07M -$3M -43,202 -59%
APFBOT
287
Amica Pension Fund Board of Trustees
Rhode Island
$2.07M – – –
MFS
288
MSI Financial Services
Massachusetts
$2.06M +$519K +7,479 +34%
HCM
289
Hengehold Capital Management
Ohio
$2.04M +$26.8K +387 +1%
WB
290
WesBanco Bank
West Virginia
$2.03M -$18.3K -264 -0.9%
RA
291
RMR Advisors
Massachusetts
$2.03M – – –
ANI
292
American National Insurance
Texas
$2.02M -$11.8K -170 -0.6%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$2.01M -$74.8K -1,079 -4%
CAM
294
Cypress Asset Management
Texas
$2.01M +$10.4K +150 +0.5%
CAM
295
Capstone Asset Management
Texas
$2M +$3.47K +50 +0.2%
NAM
296
NTV Asset Management
West Virginia
$1.99M -$10.4K -150 -0.5%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$1.97M -$4.07M -58,739 -67%
DCM
298
Decatur Capital Management
Georgia
$1.96M +$1.96M +28,255 New
CCM
299
Cadence Capital Management
Massachusetts
$1.94M +$222K +3,196 +13%
OC
300
Oppenheimer & Co
New York
$1.92M +$73.9K +1,065 +4%
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