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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.

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 %
MWP
576
MYCIO Wealth Partners
Pennsylvania
$156K +$156K +2,047 New
MC
577
Muzinich & Co
New York
$154K -$411K -5,391 -73%
Toronto Dominion Bank
578
Toronto Dominion Bank
Ontario, Canada
$149K -$59.8K -784 -29%
PVH
579
Psagot Value Holdings
Israel
$137K – – –
NAMA
580
Nikko Asset Management Americas
New York
$136K – – –
FIB
581
First Interstate Bank
Montana
$122K – – –
MIC
582
MU Investments Company
Japan
$121K -$110K -1,450 -48%
WTB
583
Washington Trust Bank
Washington
$114K +$11.4K +150 +11%
GLI
584
Guardian Life Insurance
New York
$101K +$993 +13 +1%
HDIM
585
Hanson & Doremus Investment Management
Vermont
$99K – – –
BFEC
586
Benjamin F. Edwards & Company
Missouri
$97K -$9.19K -120 -9%
LNB
587
Ledyard National Bank
$97K – – –
FANJ
588
Financial Architects (New Jersey)
New Jersey
$81K +$28.2K +373 +53%
DSC
589
Duncker Streett & Co
Missouri
$80K +$62.5K +822 +357%
CAL
590
Capital Analysts LLC
Pennsylvania
$78.5K +$686 +9 +0.9%
KF
591
Krilogy Financial
Missouri
$78K +$32.2K +422 +70%
MFW
592
Mosaic Family Wealth
Missouri
$77K – – –
SSB
593
Sandy Spring Bank
Maryland
$77K +$25.8K +338 +50%
MCA
594
Mercer Capital Advisers
New Jersey
$76K – – –
BAM
595
Bruderman Asset Management
New York
$76K – – –
ASN
596
Advisory Services Network
Georgia
$71K +$13.2K +173 +23%
AIM
597
Advantage Investment Management
Iowa
$67K +$3.81K +50 +6%
AIM
598
Arcadia Investment Management
Michigan
$63K +$13.8K +181 +28%
MCM
599
Manchester Capital Management
Vermont
$57K – – –
FNBSF
600
First National Bank Sioux Falls
South Dakota
$53K – – –
22 23
24
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