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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 %
SEM
476
Suncoast Equity Management
Florida
$457K +$457K +6,005 New
MNBTD
477
Moody National Bank Trust Division
Texas
$451K – – –
CCB
478
Cutter & Co Brokerage
Missouri
$445K -$2.29K -30 -0.5%
BFC
479
Blue Fin Capital
Rhode Island
$429K – – –
LOAME
480
Lombard Odier Asset Management (Europe)
United Kingdom
$405K +$405K +5,321 New
VAM
481
Verity Asset Management
North Carolina
$401K +$31.6K +415 +9%
IWM
482
Integrated Wealth Management
California
$401K +$186K +2,445 +87%
FNBT
483
FineMark National Bank & Trust
Florida
$392K +$181K +2,377 +86%
MA
484
Montag & Associates
Georgia
$390K -$17.1K -225 -4%
CTA
485
Colonial Trust Advisors
South Carolina
$388K – – –
NFG
486
Next Financial Group
Texas
$385K +$7.92K +104 +2%
DDC
487
DF Dent & Co
Maryland
$383K – – –
Los Angeles Capital Management
488
Los Angeles Capital Management
California
$378K +$76.1K +998 +25%
BCM
489
Brookstone Capital Management
Illinois
$376K +$119K +1,567 +47%
NAM
490
North American Management
Massachusetts
$374K – – –
SC
491
Scotia Capital
Ontario, Canada
$373K +$373K +4,892 New
BWM
492
BerganKDV Wealth Management
Minnesota
$370K +$4.65K +61 +1%
IHL
493
Investment House LLC
California
$361K +$361K +4,742 New
CSS
494
Cubist Systematic Strategies
Connecticut
$360K +$81.8K +1,074 +29%
PFBT
495
Parkside Financial Bank & Trust
Missouri
$359K +$25.9K +340 +8%
CCA
496
Checchi Capital Advisers
California
$355K +$12.6K +165 +4%
IH
497
IFC Holdings
Florida
$344K +$344K +4,532 New
GXMC
498
Global X Management Company
New York
$343K +$216K +2,837 +171%
BJL
499
Brighton Jones LLC
Washington
$340K -$533 -7 -0.2%
TAM
500
Trillium Asset Management
Massachusetts
$340K – – –
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20
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