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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 %
WF
551
Welch & Forbes
Massachusetts
$229K – – –
RCM
552
Riverhead Capital Management
Delaware
$228K -$16M -391,179 -99%
DC
553
Davenport & Co
Virginia
$226K +$226K +2,973 New
SFG
554
SNS Financial Group
Minnesota
$226K +$3.5K +46 +2%
BTNA
555
Bremer Trust National Association
Minnesota
$226K +$226K +2,975 New
VFS
556
VSR Financial Services
Kansas
$222K +$222K +2,915 New
MCWS
557
McKinley Carter Wealth Services
West Virginia
$222K +$222K +2,920 New
GJIC
558
Gamble Jones Investment Counsel
California
$219K +$219K +2,881 New
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$218K +$56K +735 +35%
MAM
560
Martingale Asset Management
Massachusetts
$215K -$389K -5,103 -64%
MC
561
Miles Capital
Iowa
$214K -$785K -10,281 -79%
IIC
562
Ironwood Investment Counsel
Arizona
$209K -$38.3K -1,083 -15%
AP
563
Appleton Partners
Massachusetts
$208K +$208K +2,725 New
W
564
Wealthfront
California
$207K +$207K +2,715 New
WEC
565
Winslow Evans & Crocker
Massachusetts
$206K – – –
SS
566
Simplicity Solutions
Minnesota
$205K +$205K +2,693 New
AIA
567
Allegis Investment Advisors
Idaho
$204K -$49.5K -654 -20%
MA
568
MUFG Americas
New York
$203K – – –
CL
569
CPWM LLC
Washington
$202K +$202K +2,648 New
FTIOP
570
Fiduciary Trust International of Pennsylvania
Pennsylvania
$202K +$202K +2,654 New
Wolverine Trading
571
Wolverine Trading
Illinois
$202K +$202K +2,670 New
ST
572
Smithfield Trust
Pennsylvania
$190K – – –
PCM
573
Penserra Capital Management
California
$179K -$2.67K -35 -1%
PAIA
574
Park Avenue Institutional Advisers
New York
$171K +$991 +13 +0.6%
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$157K -$17.6K -232 -10%
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