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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 %
CFG
451
CNO Financial Group
Indiana
$590K – – –
JIC
452
Johnson Investment Counsel
Ohio
$577K -$1.6K -21 -0.3%
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$575K +$229K +3,009 +66%
FCI
454
Financial Counselors Inc
Kansas
$567K +$3.66K +48 +0.6%
NPC
455
National Planning Corporation
California
$549K +$38K +489 +7%
CCA
456
Catalyst Capital Advisors
New York
$548K +$548K +7,200 New
MSTVIM
457
Messner & Smith Theme Value Investment Management
California
$545K – – –
Bank of Nova Scotia
458
Bank of Nova Scotia
Ontario, Canada
$540K +$35K +460 +7%
ANRIA
459
American National Registered Investment Advisor
Texas
$539K – – –
AIP
460
Ameritas Investment Partners
Nebraska
$538K +$37K +486 +7%
ARMC
461
American Research & Management Company
Massachusetts
$529K -$7.62K -100 -1%
HAG
462
HighPoint Advisor Group
Illinois
$529K +$92K +1,176 +21%
IP
463
Investment Partners
Ohio
$515K -$102K -1,342 -17%
TFA
464
Transamerica Financial Advisors
Florida
$514K +$156K +2,053 +44%
PL
465
Parkwood LLC
Ohio
$505K -$84.2K -1,105 -14%
EOJOAM
466
E. Ohman J:or Asset Management
Sweden
$495K – – –
Parallax Volatility Advisers
467
Parallax Volatility Advisers
California
$494K +$494K +6,488 New
WRM
468
Westport Resources Management
Connecticut
$485K -$45.2K -594 -9%
ABC
469
Associated Banc-Corp
Wisconsin
$484K +$3.12K +41 +0.6%
AWA
470
ARS Wealth Advisors
Florida
$482K +$144K +1,895 +43%
MYLI
471
Meiji Yasuda Life Insurance
Japan
$472K +$244K +3,200 +107%
GHAM
472
Gilman Hill Asset Management
Connecticut
$465K – – –
TNB
473
Thomasville National Bank
Georgia
$462K +$36.6K +480 +9%
BIAS
474
Beacon Investment Advisory Services
New Jersey
$461K -$1.52K -20 -0.3%
TNBTD
475
Trustmark National Bank Trust Department
Mississippi
$459K -$494K -6,475 -52%
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