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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
$871M
2
Invesco
Invesco
Georgia
$536M
3
Deutsche Bank
Deutsche Bank
Germany
$334M
4
Stifel Financial
Stifel Financial
Missouri
$60.7M
5
TA
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
4
PI
PGGM Investments
Netherlands
$333M
5
SCRM
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
326
Lincoln National Corp
Pennsylvania
$1.85M +$121K +1,594 +7%
EIA
327
Edgemoor Investment Advisors
Maryland
$1.84M – – –
VNA
328
Valley National Advisers
Pennsylvania
$1.81M +$27.7K +364 +2%
ISL
329
Ingalls & Snyder LLC
New York
$1.79M +$161K +2,115 +10%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$1.78M -$30.5K -400 -2%
NFA
331
Nuveen Fund Advisors
Illinois
$1.78M +$1.78M +23,322 New
TCM
332
Telos Capital Management
California
$1.77M +$24.5K +321 +1%
MBA
333
McQueen Ball & Associates
Pennsylvania
$1.77M +$28.2K +370 +2%
Wellington Management Group
334
Wellington Management Group
Massachusetts
$1.74M -$9.19M -120,625 -84%
Jane Street
335
Jane Street
New York
$1.7M +$1.7M +22,347 New
LM
336
Lincluden Management
Ontario, Canada
$1.69M – – –
OI
337
Oakbrook Investments
Illinois
$1.67M +$198K +2,600 +13%
CAN
338
Cetera Advisor Networks
California
$1.67M +$249K +3,273 +18%
JWM
339
Jackson Wealth Management
Florida
$1.64M +$1.64M +21,528 New
CNFG
340
Creegan & Nassoura Financial Group
New Hampshire
$1.64M -$68.3K -897 -4%
LWAC
341
Laurel Wealth Advisors (California)
California
$1.62M -$152 -2 -0%
CWM
342
Calamos Wealth Management
Illinois
$1.62M +$256K +3,359 +19%
EVM
343
Eaton Vance Management
Massachusetts
$1.6M +$284K +3,724 +22%
ECM
344
ETrade Capital Management
Virginia
$1.59M +$614K +8,057 +63%
BHC
345
Bowen Hanes & Co
Florida
$1.57M -$38.1K -500 -2%
FAM
346
Fred Alger Management
New York
$1.56M -$331K -4,350 -17%
SOAMC
347
Spirit of America Management Corp
New York
$1.55M – – –
IG
348
ING Group
Netherlands
$1.55M +$1.55M +20,282 New
BG
349
Bahl & Gaynor
Ohio
$1.51M -$342K -4,486 -18%
SCM
350
Stevens Capital Management
Pennsylvania
$1.49M +$1.49M +19,596 New
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