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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 %
BPC
401
Banque Pictet & Cie
Switzerland
$695K – – –
LIA
402
LS Investment Advisors
Michigan
$695K +$12.4K +179 +2%
AAIM
403
American Assets Investment Management
California
$693K – – –
TAM
404
Toscafund Asset Management
United Kingdom
$689K +$689K +10,000 New
WPP
405
Whalerock Point Partners
Rhode Island
$686K -$41.9K -605 -6%
CG
406
Caprock Group
Idaho
$680K +$680K +9,812 New
WT
407
Whittier Trust
California
$671K -$12.1K -175 -2%
NL
408
NWAM LLC
Washington
$669K -$9.64K -139 -1%
PFC
409
Phocas Financial Corp
California
$661K +$661K +9,539 New
OMCS
410
Old Mutual Customised Solutions
South Africa
$638K +$146K +2,100 +30%
QT
411
Quantbot Technologies
New York
$633K -$309K -4,462 -33%
RMCM
412
Reynders McVeigh Capital Management
Massachusetts
$632K +$21.6K +312 +4%
TWI
413
Thomas White International
Illinois
$610K – – –
FIM
414
Freedom Investment Management
Connecticut
$608K -$73K -1,054 -11%
PWW
415
Pettyjohn Wood & White
Virginia
$608K +$20.8K +300 +4%
FWCM
416
Ferguson Wellman Capital Management
Oregon
$607K -$2.07M -29,807 -77%
FMBTD
417
First Midwest Bank Trust Division
Illinois
$607K +$56K +807 +10%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$602K +$40K +577 +7%
CC
419
ClearArc Capital
Ohio
$601K +$554 +8 +0.1%
RFC
420
Regions Financial Corp
Alabama
$598K +$34.9K +503 +6%
BCM
421
BTR Capital Management
California
$593K -$387K -5,590 -40%
CFA
422
Carroll Financial Associates
North Carolina
$587K +$189K +2,727 +48%
FWM
423
Focused Wealth Management
New York
$577K +$288K +4,160 +100%
ECM
424
Element Capital Management
New York
$572K -$364K -5,241 -39%
CB
425
Chemical Bank
Michigan
$572K -$70K -1,010 -11%
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17
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