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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 %
VNA
326
Valley National Advisers
Pennsylvania
$1.62M +$3.12K +45 +0.2%
Citadel Advisors
327
Citadel Advisors
Florida
$1.61M +$1.34M +19,365 +510%
TCM
328
Telos Capital Management
California
$1.58M +$46.7K +673 +3%
MBA
329
McQueen Ball & Associates
Pennsylvania
$1.58M +$31.9K +460 +2%
LNC
330
Lincoln National Corp
Pennsylvania
$1.57M +$164K +2,362 +12%
MM
331
Midas Management
New York
$1.56M – – –
CNFG
332
Creegan & Nassoura Financial Group
New Hampshire
$1.55M -$41.6K -600 -3%
B
333
Barings
North Carolina
$1.55M – – –
LMGAM
334
Liberty Mutual Group Asset Management
Massachusetts
$1.55M +$114K +1,637 +8%
LM
335
Lincluden Management
Ontario, Canada
$1.54M -$2.07M -29,790 -57%
ST
336
Spinnaker Trust
Maine
$1.51M +$4.78K +69 +0.3%
GBA
337
Garrison Bradford & Associates
New York
$1.5M +$6.93K +100 +0.5%
Jennison Associates
338
Jennison Associates
New York
$1.49M +$1.49M +21,510 New
ISL
339
Ingalls & Snyder LLC
New York
$1.48M +$170K +2,450 +13%
LWAC
340
Laurel Wealth Advisors (California)
California
$1.48M -$10.7K -155 -0.7%
BHC
341
Bowen Hanes & Co
Florida
$1.46M +$20.8K +300 +1%
SOAMC
342
Spirit of America Management Corp
New York
$1.41M +$208K +3,000 +17%
FNBOO
343
First National Bank of Omaha
Nebraska
$1.37M +$52.9K +763 +4%
OI
344
Oakbrook Investments
Illinois
$1.34M -$6.94K -100 -0.5%
Teacher Retirement System of Texas
345
Teacher Retirement System of Texas
Texas
$1.34M -$3.88M -55,977 -74%
CAN
346
Cetera Advisor Networks
California
$1.29M -$105K -1,516 -8%
BRWA
347
B. Riley Wealth Advisors
Florida
$1.28M -$89.7K -1,293 -7%
CB
348
Commerce Bank
Missouri
$1.28M -$114K -1,639 -8%
WDA
349
Wendell David Associates
New Hampshire
$1.27M +$319K +4,623 +34%
GH
350
GAM Holding
Switzerland
$1.25M +$20.9K +302 +2%
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