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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
4
PI
PGGM Investments
Netherlands
$333M
5
SCRM
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
501
Leavell Investment Management
Alabama
$338K -$5.34K -70 -2%
WS
502
Wedbush Securities
California
$337K -$31.5K -414 -9%
GVT
503
Genesee Valley Trust
New York
$337K +$7.61K +100 +2%
GWM
504
Geneos Wealth Management
Colorado
$331K -$30.2K -396 -8%
DWT
505
Dorsey & Whitney Trust
South Dakota
$330K – – –
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$321K +$15.5K +203 +5%
LA
507
LVW Advisors
New York
$317K -$308K – –
ADBIC
508
A.D. Beadell Investment Counsel
Wisconsin
$316K – – –
SRSA
509
S.R. Schill & Associates
Washington
$311K – – –
RIA
510
Regal Investment Advisors
Michigan
$311K +$311K +4,079 New
F
511
Filament
Washington
$310K -$1.55M -20,326 -83%
ARMT
512
Amica Retiree Medical Trust
Rhode Island
$309K -$51.5K -675 -14%
FCBT
513
First Citizens Bank & Trust
North Carolina
$307K -$21.4K -281 -7%
HFS
514
HL Financial Services
Kentucky
$307K -$6.55K -86 -2%
WA
515
WFG Advisors
Texas
$306K -$46.2K -607 -13%
TW
516
Transform Wealth
Colorado
$305K +$305K +4,005 New
OWD
517
Osborn Williams & Donohoe
Ohio
$303K – – –
SMC
518
Smith, Moore & Co
Missouri
$300K +$300K +3,936 New
QI
519
Quotient Investors
New York
$297K – – –
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$295K +$17.3K +227 +6%
BCMO
521
Buckingham Capital Management (Ohio)
Ohio
$283K -$124K -1,625 -30%
C
522
CFO4Life
Texas
$281K +$281K +3,691 New
EWM
523
Evermay Wealth Management
Virginia
$278K -$26.3K -346 -9%
WCM
524
Windward Capital Management
California
$278K +$7.53K +99 +3%
HAM
525
Highstreet Asset Management
Ontario, Canada
$274K -$65.4K -857 -19%
19 20
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