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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 %
SRSA
501
S.R. Schill & Associates
Washington
$283K – – –
RCA
502
Rowland Carmichael Advisors
Arizona
$283K +$283K +4,079 New
IA
503
IFP Advisors
Florida
$280K -$4.38M -55,327 -94%
SI
504
SII Investments
Wisconsin
$280K +$280K +4,040 New
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$278K +$31.5K +454 +13%
EWM
506
Evermay Wealth Management
Virginia
$277K -$6.93K -100 -2%
OWD
507
Osborn Williams & Donohoe
Ohio
$276K -$29.5K -425 -10%
Los Angeles Capital Management
508
Los Angeles Capital Management
California
$275K – – –
JPMPWA
509
J.P. Morgan Private Wealth Advisors
California
$274K +$58.4K +841 +27%
CK
510
Carnick & Kubik
Colorado
$272K +$272K +3,925 New
CFN
511
Cordasco Financial Network
Florida
$270K -$813K -11,719 -75%
QI
512
Quotient Investors
New York
$270K -$55.4K -800 -17%
FHC
513
First Heartland Consultants
Missouri
$270K +$1.59K +23 +0.6%
Walleye Trading
514
Walleye Trading
New York
$270K +$270K +3,901 New
HCM
515
Howland Capital Management
Massachusetts
$264K +$16.2K +234 +7%
PIM
516
Parasol Investment Management
Illinois
$253K -$9.23K -133 -4%
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$253K +$763 +11 +0.3%
CSS
518
Cubist Systematic Strategies
Connecticut
$253K +$227K +3,278 +881%
PFP
519
Pinnacle Financial Partners
Tennessee
$252K -$9.72K -140 -4%
EAM
520
Eventide Asset Management
Massachusetts
$250K +$111K +1,600 +80%
WCM
521
Windward Capital Management
California
$247K +$247K +3,556 New
Geode Capital Management
522
Geode Capital Management
Massachusetts
$245K +$6.29K +90,785 +3%
WC
523
Whitnell & Co
Illinois
$243K – – –
IB
524
Intrust Bank
Kansas
$239K -$22.3K -322 -9%
AT
525
Argent Trust
Texas
$239K -$485 -7 -0.2%
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