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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 %
MCM
576
Manchester Capital Management
Vermont
$52K – – –
FNBSF
577
First National Bank Sioux Falls
South Dakota
$49K – – –
FANJ
578
Financial Architects (New Jersey)
New Jersey
$49K +$49K +700 New
JFA
579
JNBA Financial Advisors
Minnesota
$48K – – –
AWM
580
Avior Wealth Management
Nebraska
$47K +$18.8K +269 +67%
SSB
581
Sandy Spring Bank
Maryland
$46K – – –
AIM
582
Arcadia Investment Management
Michigan
$45K +$12.4K +178 +38%
ZB
583
Zions Bancorporation
Utah
$43K -$1.32K -19 -3%
WA
584
Winfield Associates
Ohio
$43K – – –
HF
585
Hoxton Financial
West Virginia
$43K – – –
KF
586
Krilogy Financial
Missouri
$42K – – –
WA
587
WealthTrust-Arizona
Arizona
$35K – – –
HCM
588
Highlander Capital Management
New Jersey
$35K – – –
BWP
589
Baldwin Wealth Partners
Massachusetts
$35K +$35K +500 New
TCM
590
Tradewinds Capital Management
Washington
$33K -$32K – –
MCM
591
MV Capital Management
Maryland
$32K – – –
BC
592
Bartlett & Co
Ohio
$31K +$277 +4 +0.9%
DAM
593
Delta Asset Management
Tennessee
$29K – – –
VFA
594
Virtus Fund Advisers
Connecticut
$29K +$29K +424 New
HR
595
Howe & Rusling
New York
$27K +$24.7K +355 +1,076%
SWA
596
Sutton Wealth Advisors
Florida
$25.5K +$25.5K +368 New
PMFA
597
Plante Moran Financial Advisors
Michigan
$23K -$20.1K -291 -47%
SGAM
598
Smith Group Asset Management
Texas
$23K +$23K +330 New
AIM
599
Anchor Investment Management
South Carolina
$22.5K +$22.5K +325 New
CGT
600
Capital Guardian Trust
California
$21K – – –
22 23
24
25 26