WELL icon

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 %
ACS
426
Archford Capital Strategies
Illinois
$572K +$8.81K +127 +2%
Squarepoint
427
Squarepoint
New York
$569K +$569K +8,213 New
CI
428
Conning Inc
Connecticut
$564K +$15.3K +220 +3%
BAS
429
Brown Advisory Securities
Maryland
$556K -$59.7K -860 -10%
CI
430
Constellation Investments
Ohio
$555K +$13.9K +200 +3%
IP
431
Investment Partners
Ohio
$551K +$139K +2,047 +34%
MAM
432
Martingale Asset Management
Massachusetts
$550K +$167K +2,400 +43%
Arrowstreet Capital
433
Arrowstreet Capital
Massachusetts
$548K +$548K +7,900 New
GT
434
Glenmede Trust
Pennsylvania
$547K -$47K -679 -8%
SGCA
435
Steel Grove Capital Advisors
Tennessee
$545K +$52K +750 +11%
MSV
436
MN Services Vermogensbeheer
Netherlands
$538K +$538K +8,844 New
CFG
437
CNO Financial Group
Indiana
$537K – – –
PL
438
Parkwood LLC
Ohio
$536K +$76.4K +1,103 +17%
JIC
439
Johnson Investment Counsel
Ohio
$527K +$6.93K +100 +1%
CIC
440
Carnegie Investment Counsel
Ohio
$517K -$6.93K -100 -1%
NB
441
Norinchukin Bank
Japan
$516K +$93.7K +1,351 +22%
MC
442
Muzinich & Co
New York
$514K +$514K +7,412 New
FCI
443
Financial Counselors Inc
Kansas
$513K -$13.9K -200 -3%
MSTVIM
444
Messner & Smith Theme Value Investment Management
California
$496K +$496K +7,150 New
QI
445
QS Investors
New York
$495K +$16.8K +242 +4%
ANRIA
446
American National Registered Investment Advisor
Texas
$491K – – –
Pacer Advisors
447
Pacer Advisors
Pennsylvania
$491K +$29.7K +428 +6%
ARMC
448
American Research & Management Company
Massachusetts
$489K -$13.9K -200 -3%
NPC
449
National Planning Corporation
California
$483K -$67K -911 -12%
WRM
450
Westport Resources Management
Connecticut
$483K +$106K +1,532 +28%
16 17
18
19 20