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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 %
BO
376
BRR OpCo
Ohio
$911K -$17.3K -250 -2%
MC
377
Miles Capital
Iowa
$907K -$5.89K -85 -0.6%
ECM
378
ETrade Capital Management
Virginia
$885K +$291K +4,193 +49%
ICM
379
IMS Capital Management
Oregon
$882K +$882K +12,718 New
WI
380
WrapManager Inc
California
$881K +$68K +980 +8%
ONB
381
Old National Bancorp
Indiana
$869K -$45.3K -653 -5%
TNBTD
382
Trustmark National Bank Trust Department
Mississippi
$866K -$45K -649 -5%
AA
383
AlphaMark Advisors
Kentucky
$862K -$34.7K -500 -4%
ICAS
384
Investors Capital Advisory Services
Massachusetts
$850K +$65.7K +948 +8%
DekaBank Deutsche Girozentrale
385
DekaBank Deutsche Girozentrale
Germany
$844K – – –
FAAS
386
First Allied Advisory Services
California
$841K -$105K -1,534 -11%
BA
387
Bridgewater Associates
Connecticut
$828K -$1.59M -22,936 -66%
CBOA
388
Commonwealth Bank of Australia
Australia
$825K +$8.95K +129 +1%
GLRA
389
Gerald L. Ray & Associates
Texas
$802K -$48.3K -696 -6%
TMAM
390
Tokio Marine Asset Management
Japan
$802K +$59.5K +858 +8%
BFO
391
Boston Family Office
Massachusetts
$797K +$537K +7,750 +207%
DADC
392
D.A. Davidson & Co
Montana
$778K +$69.8K +1,008 +10%
SPC
393
Sigma Planning Corp
Michigan
$761K -$6.59K -95 -0.9%
MERSOM
394
Municipal Employees' Retirement System of Michigan
Michigan
$756K +$20.8K +300 +3%
PCM
395
Parsons Capital Management
Rhode Island
$737K – – –
CA
396
Commerzbank Aktiengesellschaft
Germany
$726K -$16.2M -233,389 -96%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$723K -$76.5K -1,105 -10%
CS
398
Candriam SCA
Luxembourg
$718K +$128K +1,856 +22%
GBT
399
Grove Bank & Trust
Florida
$713K +$18.4K +265 +3%
HH
400
Hilltop Holdings
Texas
$703K -$99.1K -1,430 -12%
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