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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 %
WAM
351
Wolverine Asset Management
Illinois
$1.25M -$172K -2,482 -12%
Creative Planning
352
Creative Planning
Kansas
$1.24M -$91.6K -1,321 -7%
Brown Advisory
353
Brown Advisory
Maryland
$1.24M -$39.3K -567 -3%
CWM
354
Calamos Wealth Management
Illinois
$1.24M +$299K +4,317 +32%
LCM
355
Liberty Capital Management
Michigan
$1.23M -$150K -2,160 -11%
BF
356
BOK Financial
Oklahoma
$1.23M +$137K +1,969 +13%
WTC
357
WhitTier Trust Company
Nevada
$1.21M -$38.1K -550 -3%
1GA
358
1st Global Advisors
Texas
$1.21M +$574K +8,286 +91%
EVM
359
Eaton Vance Management
Massachusetts
$1.2M -$127K -1,825 -10%
PS
360
Pensionfund Sabic
Netherlands
$1.2M +$277K +4,000 +30%
WC
361
Whitney & Co
New York
$1.19M -$55.5K -800 -4%
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$1.19M +$287K +4,133 +32%
KCMRT
363
Kemper Corp Master Retirement Trust
Illinois
$1.16M -$5.2K -75 -0.4%
DC
364
Deere & Company
Illinois
$1.14M +$1.14M +16,422 New
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.11M +$195K +2,815 +21%
GEM
366
Global Endowment Management
North Carolina
$1.11M +$1.11M +16,000 New
KT
367
Kanaly Trust
Texas
$1.09M +$26K +375 +2%
PAM
368
Panagora Asset Management
Massachusetts
$1.06M -$6.93K -100 -0.6%
MYAM
369
Meiji Yasuda Asset Management
Japan
$1.06M -$144K -2,070 -12%
MCM
370
Maple Capital Management
Vermont
$1.06M -$68.1K -983 -6%
ED
371
Exane Derivatives
France
$1.02M -$86.2K -1,243 -8%
MMG
372
Monetary Management Group
Missouri
$978K -$156K -2,250 -14%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$974K -$231K -3,327 -19%
GL
374
GLG LLC
New York
$958K -$137K -1,975 -13%
AB
375
Amalgamated Bank
New York
$915K +$231K +3,332 +34%
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