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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 %
EDRS
601
Edmond de Rothschild (Suisse)
Switzerland
$17K – – –
EDRH
602
Edmond de Rothschild Holding
Switzerland
$17K – – –
DSC
603
Duncker Streett & Co
Missouri
$16K – – –
CPIG
604
Chicago Partners Investment Group
Illinois
$15K – – –
CAW
605
Cornerstone Advisors (Washington)
Washington
$14K -$14.6K -216 -51%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$11.1K -158 -44%
AIM
607
Acrospire Investment Management
Illinois
$14K +$14K +203 New
ECM
608
Estabrook Capital Management
New York
$13.9K -$3.47K -50 -20%
SF
609
Synovus Financial
Georgia
$13K -$106K -1,569 -89%
PFS
610
Physicians Financial Services
North Carolina
$12K – – –
First Manhattan
611
First Manhattan
New York
$12K – – –
FAM
612
Formidable Asset Management
Ohio
$12K – – –
M
613
MOTCO
Texas
$11K – – –
JIC
614
Joel Isaacson & Co
New York
$11K – – –
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$12.5K -184 -56%
GWM
616
Gupta Wealth Management
California
$10K -$1.69K -25 -14%
MIM
617
Macroview Investment Management
Maryland
$9K -$57.5K -863 -86%
JWA
618
JFS Wealth Advisors
Pennsylvania
$9K – – –
OC
619
Oakworth Capital
Alabama
$9K – – –
LWM
620
LBA Wealth Management
Florida
$7K – – –
TCOV
621
Trust Company of Vermont
Vermont
$7K – – –
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
IIC
623
Integrated Investment Consultants
Michigan
$7K +$7K +100 New
TWA
624
TCI Wealth Advisors
Arizona
$7K +$7K +108 New
TSU
625
TD Securities (USA)
New York
$6K +$75 +1 +1%
23 24
25
26 27