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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
2
Invesco
Invesco
Georgia
+$191M
3
Deutsche Bank
Deutsche Bank
Germany
+$163M
4
Stifel Financial
Stifel Financial
Missouri
+$60.7M
5
TA
Teachers Advisors
New York
+$53.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$355M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$326M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$264M
4
PI
PGGM Investments
Netherlands
-$101M
5
SCRM
Security Capital Research & Management
Illinois
-$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Cetera Advisors
Colorado
$2.91M +$122K +1,604 +4%
Calamos Advisors
277
Calamos Advisors
Illinois
$2.84M +$1.07K +14 +0%
ACP
278
Ashfield Capital Partners
California
$2.8M +$46.2K +606 +2%
AG
279
Advisor Group
Arizona
$2.77M +$2.77M +36,434 New
OSNBOA
280
Old Second National Bank of Aurora
Illinois
$2.77M +$141K +1,857 +5%
BG
281
Bollard Group
Massachusetts
$2.76M +$32.4K +425 +1%
FM
282
Forward Management
California
$2.74M -$99.1K -1,300 -3%
DCM
283
Driehaus Capital Management
Illinois
$2.72M +$2.72M +35,748 New
QCM
284
Quadrant Capital Management
New Jersey
$2.65M -$39.2K -515 -1%
TAF
285
Tredje AP-fonden
Sweden
$2.61M +$287K +3,766 +12%
OC
286
Oppenheimer & Co
New York
$2.61M +$502K +6,586 +24%
AMI
287
Amica Mutual Insurance
Rhode Island
$2.56M -$571K -7,500 -18%
LS
288
Livforsakringsbolaget Skandia
Sweden
$2.53M – – –
BWFM
289
Bridgewater Wealth & Financial Management
Maryland
$2.52M +$53.2K +699 +2%
ACC
290
Accident Compensation Corp
New Zealand
$2.47M – – –
ICOA
291
Investment Centers of America
North Dakota
$2.46M -$368K -4,839 -13%
FWIA
292
Fort Washington Investment Advisors
Ohio
$2.38M +$98.7K +1,296 +4%
CPS
293
Counsel Portfolio Services
Ontario, Canada
$2.37M -$1.09M -14,300 -31%
RJT
294
Raymond James Trust
Florida
$2.36M +$37K +486 +2%
GHA
295
Garcia Hamilton & Associates
Texas
$2.35M -$85.8K -1,127 -4%
V
296
Veritable
Delaware
$2.34M +$34.1K +448 +1%
KRS
297
Kentucky Retirement Systems
Kentucky
$2.31M -$173K -2,269 -7%
MFS
298
MSI Financial Services
Massachusetts
$2.27M +$10.5K +138 +0.5%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$2.26M +$53.1K +697 +2%
RA
300
RMR Advisors
Massachusetts
$2.22M – – –
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