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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 %
VAM
476
Verity Asset Management
North Carolina
$336K +$336K +4,850 New
BWM
477
BerganKDV Wealth Management
Minnesota
$333K +$333K +4,796 New
ARMT
478
Amica Retiree Medical Trust
Rhode Island
$328K – – –
GWM
479
Geneos Wealth Management
Colorado
$328K +$328K +4,742 New
TFA
480
Transamerica Financial Advisors
Florida
$326K -$1.69M -24,290 -84%
NCMW
481
Northern Capital Management (Wisconsin)
Wisconsin
$326K -$208K -3,005 -39%
WA
482
WFG Advisors
Texas
$321K -$19.4K -279 -6%
SBIA
483
Sheaff Brock Investment Advisors
Indiana
$315K +$4.09K +59 +1%
LIM
484
Leavell Investment Management
Alabama
$312K -$2.08K -30 -0.7%
CCA
485
Checchi Capital Advisers
California
$312K +$5.34K +77 +2%
BJL
486
Brighton Jones LLC
Washington
$310K +$1.18K +17 +0.4%
VKH
487
Virtu KCG Holdings
New York
$310K +$310K +4,474 New
TAM
488
Trillium Asset Management
Massachusetts
$309K – – –
LA
489
LVW Advisors
New York
$308K -$350K – –
AWA
490
ARS Wealth Advisors
Florida
$308K – – –
HAM
491
Highstreet Asset Management
Ontario, Canada
$308K +$308K +4,448 New
WCM
492
Washington Capital Management
Washington
$305K – – –
PFBT
493
Parkside Financial Bank & Trust
Missouri
$304K +$15.1K +218 +5%
GVT
494
Genesee Valley Trust
New York
$300K -$693 -10 -0.2%
B
495
BancorpSouth
Mississippi
$299K -$60.6K -873 -17%
FCBT
496
First Citizens Bank & Trust
North Carolina
$299K -$22.3K -321 -7%
DWT
497
Dorsey & Whitney Trust
South Dakota
$299K -$10.9K -157 -4%
Balyasny Asset Management
498
Balyasny Asset Management
Illinois
$289K +$289K +4,167 New
ADBIC
499
A.D. Beadell Investment Counsel
Wisconsin
$287K – – –
HFS
500
HL Financial Services
Kentucky
$286K -$134K -1,932 -32%
18 19
20
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