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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 %
EAM
526
Eventide Asset Management
Massachusetts
$274K – – –
CS
527
Comerica Securities
Michigan
$274K +$274K +3,592 New
EWM
528
Evercore Wealth Management
New York
$273K +$34.5K +453 +14%
BHWM
529
Bar Harbor Wealth Management
New Hampshire
$273K +$39.6K +520 +17%
AT
530
Argent Trust
Texas
$270K +$7.02K +92 +3%
IB
531
Intrust Bank
Kansas
$268K +$5.56K +73 +2%
WC
532
Whitnell & Co
Illinois
$267K – – –
PFP
533
Pinnacle Financial Partners
Tennessee
$264K -$13.2K -173 -5%
BA
534
Boston Advisors
Massachusetts
$257K – – –
PIM
535
Parasol Investment Management
Illinois
$255K -$23.3K -305 -8%
Mackenzie Financial
536
Mackenzie Financial
Ontario, Canada
$252K +$8.22K +108 +3%
MSR
537
Main Street Research
Connecticut
$251K – – –
MIP
538
Marietta Investment Partners
Wisconsin
$251K +$251K +3,300 New
DAC
539
Dividend Assets Capital
South Carolina
$248K – – –
HW
540
Hancock Whitney
Mississippi
$248K +$248K +3,255 New
GF
541
Gerstein Fisher
New York
$244K +$17.2K +226 +8%
AP
542
Advisor Partners
California
$240K +$240K +3,151 New
M
543
MOTCO
Texas
$239K +$226K +2,978 +1,805%
D.E. Shaw & Co
544
D.E. Shaw & Co
New York
$238K -$26.4M -346,313 -99%
OIA
545
Optimum Investment Advisors
Illinois
$238K +$238K +3,121 New
GA
546
Geneva Advisors
Illinois
$236K -$7.63K -100 -3%
UFG
547
United Fire Group
Iowa
$236K – – –
MBT
548
Monroe Bank & Trust
Michigan
$235K – – –
MC
549
Moors & Cabot
Massachusetts
$234K +$14.2K +188 +6%
CFN
550
Cordasco Financial Network
Florida
$232K -$64.1K -843 -22%
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