WELL icon

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 %
DnB Asset Management
301
DnB Asset Management
Norway
$1.87M +$208K +3,000 +13%
AT
302
Arden Trust
Delaware
$1.87M +$37.2K +536 +2%
HSS
303
Harrison Street Securities
Illinois
$1.84M -$237K -3,411 -11%
IOOF
304
Independent Order of Foresters
Ontario, Canada
$1.83M -$153K -2,200 -8%
SIM
305
Sentry Investment Management
Wisconsin
$1.83M – – –
COPPSERS
306
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.83M +$224K +3,233 +14%
SCM
307
Schnieders Capital Management
California
$1.8M +$80.5K +1,160 +5%
PI
308
Putnam Investments
Massachusetts
$1.79M -$139K -2,008 -7%
DLG
309
Daniel L. Goodwin
$1.78M +$69.4K +1,000 +4%
TYCC
310
Texas Yale Capital Corp
Florida
$1.76M +$416 +6 +0%
HNB
311
Huntington National Bank
Ohio
$1.75M +$254K +3,279 +17%
BA
312
Bard Associates
Illinois
$1.75M -$1.73M – –
FA
313
FDx Advisors
Illinois
$1.73M -$82.2K -1,185 -5%
FAM
314
Fred Alger Management
New York
$1.72M -$20.8K -300 -1%
AWCI
315
Alpine Woods Capital Investors
New York
$1.72M – – –
FB
316
Fulton Bank
Pennsylvania
$1.71M +$44.2K +638 +3%
CTA
317
Chesley Taft & Associates
Illinois
$1.7M +$901 +13 +0.1%
AAMU
318
AEGON Asset Management (UK)
United Kingdom
$1.7M -$150K -2,167 -8%
WKWM
319
Walter & Keenan Wealth Management
Indiana
$1.69M +$62.4K +900 +4%
F
320
Filament
Washington
$1.69M +$1.69M +24,392 New
BG
321
Bahl & Gaynor
Ohio
$1.69M -$91.7M -1,321,729 -98%
EIA
322
Edgemoor Investment Advisors
Maryland
$1.67M -$15.2K -220 -0.9%
SCA
323
Snowden Capital Advisors
New York
$1.66M +$1.66M +23,916 New
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$1.65M -$69.3K -1,000 -4%
PA
325
Profund Advisors
Maryland
$1.64M -$242K -3,496 -13%
11 12
13
14 15