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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 %
FNBOO
351
First National Bank of Omaha
Nebraska
$1.49M -$11.6K -152 -0.8%
BRWA
352
B. Riley Wealth Advisors
Florida
$1.49M +$72.7K +953 +5%
IOOF
353
Independent Order of Foresters
Ontario, Canada
$1.48M -$533K -7,000 -27%
Creative Planning
354
Creative Planning
Kansas
$1.47M +$99.6K +1,308 +7%
WDA
355
Wendell David Associates
New Hampshire
$1.46M +$64.6K +850 +5%
CB
356
Commerce Bank
Missouri
$1.43M +$24.1K +316 +2%
BF
357
BOK Financial
Oklahoma
$1.42M +$65.8K +864 +5%
WAM
358
Wolverine Asset Management
Illinois
$1.39M +$17.5K +230 +1%
CCM
359
Cadence Capital Management
Massachusetts
$1.38M -$748K -9,819 -35%
HNB
360
Huntington National Bank
Ohio
$1.38M -$349K -4,575 -20%
CBOA
361
Commonwealth Bank of Australia
Australia
$1.36M +$456K +5,987 +50%
1GA
362
1st Global Advisors
Texas
$1.35M +$27.4K +359 +2%
HSS
363
Harrison Street Securities
Illinois
$1.35M -$664K -8,713 -33%
PAM
364
Panagora Asset Management
Massachusetts
$1.33M +$165K +2,167 +14%
WTC
365
WhitTier Trust Company
Nevada
$1.33M – – –
LTI
366
Laffer Tengler Investments
Tennessee
$1.32M +$1.32M +17,274 New
PS
367
Pensionfund Sabic
Netherlands
$1.31M – – –
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
$1.31M – – –
AB
369
Amalgamated Bank
New York
$1.3M +$274K +3,527 +27%
LCM
370
Liberty Capital Management
Michigan
$1.3M -$51.8K -680 -4%
WC
371
Whitney & Co
New York
$1.3M -$11.4K -150 -0.9%
GH
372
GAM Holding
Switzerland
$1.28M -$92.2K -1,211 -7%
KT
373
Kanaly Trust
Texas
$1.25M +$54.1K +710 +5%
GEM
374
Global Endowment Management
North Carolina
$1.23M +$7.62K +100 +0.6%
DC
375
Deere & Company
Illinois
$1.22M -$27.4K -360 -2%
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