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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
$555M
2
LIMS
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
Principal Financial Group
Iowa
$452M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.7B
5
LCM
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$156M
2
Cohen & Steers
Cohen & Steers
New York
$533M
3
IG
ING Group
Netherlands
$0
4
HRES
Heitman Real Estate Securities
Illinois
$105M
5
BG
Bahl & Gaynor
Ohio
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
526
Simplex Trading
Illinois
$235K +$235K +3,401 New
BCM
527
Brookstone Capital Management
Illinois
$234K -$28.9K -416 -11%
BA
528
Boston Advisors
Massachusetts
$234K +$13.9K +200 +6%
AIA
529
Allegis Investment Advisors
Idaho
$232K -$38.6K -558 -14%
MSR
530
Main Street Research
Connecticut
$229K – – –
IIC
531
Ironwood Investment Counsel
Arizona
$227K +$35.2K +1,083 +18%
DAC
532
Dividend Assets Capital
South Carolina
$225K – – –
Mackenzie Financial
533
Mackenzie Financial
Ontario, Canada
$222K +$222K +3,203 New
GA
534
Geneva Advisors
Illinois
$221K +$6.92K +100 +3%
EWM
535
Evercore Wealth Management
New York
$217K +$125K +1,810 +137%
YP
536
Yellowstone Partners
Idaho
$217K +$217K +3,126 New
QC
537
QCM Cayman
Texas
$216K +$216K +3,117 New
UFG
538
United Fire Group
Iowa
$215K – – –
MBT
539
Monroe Bank & Trust
Michigan
$214K -$40.9K -589 -16%
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$212K +$212K +3,061 New
MIC
541
MU Investments Company
Japan
$210K -$145K -2,100 -41%
MYLI
542
Meiji Yasuda Life Insurance
Japan
$208K – – –
WF
543
Welch & Forbes
Massachusetts
$208K – – –
GF
544
Gerstein Fisher
New York
$207K +$834 +12 +0.4%
MC
545
Moors & Cabot
Massachusetts
$203K +$203K +2,903 New
SFG
546
SNS Financial Group
Minnesota
$203K +$203K +2,921 New
Nuveen Asset Management
547
Nuveen Asset Management
Illinois
$202K +$36.3K +523,428 +22%
IWM
548
Integrated Wealth Management
California
$196K +$43.4K +626 +28%
FNBT
549
FineMark National Bank & Trust
Florida
$192K +$43.1K +622 +29%
Toronto Dominion Bank
550
Toronto Dominion Bank
Ontario, Canada
$190K -$563K -8,111 -75%
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