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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
1
Fidelity Investments
Massachusetts
$871M
2
Invesco
2
Invesco
Georgia
$536M
3
Deutsche Bank
3
Deutsche Bank
Germany
$334M
4
Stifel Financial
4
Stifel Financial
Missouri
$60.7M
5
TA
5
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.8B
4
PI
4
PGGM Investments
Netherlands
$333M
5
SCRM
5
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
426
Old Mutual Customised Solutions
South Africa
$701K – – –
LIA
427
LS Investment Advisors
Michigan
$695K -$68.4K -898 -9%
RMCM
428
Reynders McVeigh Capital Management
Massachusetts
$695K +$533 +7 +0.1%
TWI
429
Thomas White International
Illinois
$670K – – –
RCA
430
Rowland Carmichael Advisors
Arizona
$669K +$358K +4,709 +115%
FMBTD
431
First Midwest Bank Trust Division
Illinois
$667K – – –
CFA
432
Carroll Financial Associates
North Carolina
$666K +$21.5K +282 +3%
CC
433
ClearArc Capital
Ohio
$660K -$762 -10 -0.1%
ACS
434
Archford Capital Strategies
Illinois
$647K +$18.9K +248 +3%
BCM
435
BTR Capital Management
California
$644K -$7.62K -100 -1%
CIC
436
Carnegie Investment Counsel
Ohio
$638K +$60.7K +784 +11%
FWM
437
Focused Wealth Management
New York
$633K -$1.75K -23 -0.3%
CI
438
Conning Inc
Connecticut
$621K +$1.52K +20 +0.2%
CB
439
Chemical Bank
Michigan
$616K -$12.2K -160 -2%
GT
440
Glenmede Trust
Pennsylvania
$616K +$15.1K +199 +3%
MSV
441
MN Services Vermogensbeheer
Netherlands
$615K +$8.77K +128 +1%
VF
442
Virtu Financial
New York
$614K +$118K +1,544 +24%
BAS
443
Brown Advisory Securities
Maryland
$612K – – –
Arrowstreet Capital
444
Arrowstreet Capital
Massachusetts
$609K +$7.61K +100 +1%
FWCM
445
Ferguson Wellman Capital Management
Oregon
$607K -$59.8K -785 -9%
ACI
446
Alpha Cubed Investments
California
$607K +$607K +7,967 New
SGCA
447
Steel Grove Capital Advisors
Tennessee
$599K – – –
NB
448
Norinchukin Bank
Japan
$596K +$29.7K +390 +5%
QI
449
QS Investors
New York
$591K +$46.9K +615 +9%
Jones Financial Companies
450
Jones Financial Companies
Missouri
$590K -$206K -2,701 -26%
16 17
18
19 20