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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 %
PHK
601
Point72 Hong Kong
Hong Kong
$53K +$53K +700 New
WA
602
Winfield Associates
Ohio
$48K – – –
ZB
603
Zions Bancorporation
Utah
$47K – – –
CB
604
Community Bank
New York
$46K +$46K +600 New
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$45K +$45K +590 New
HCM
606
Highlander Capital Management
New Jersey
$38K – – –
NSIM
607
North Star Investment Management
Illinois
$38K +$38K +500 New
BCI
608
Brinker Capital Investments
Pennsylvania
$38K +$38K +500 New
FHA
609
First Horizon Advisors
Tennessee
$38K +$38K +503 New
TCM
610
Tradewinds Capital Management
Washington
$36K -$33K – –
CAL
611
Capital Advisors Ltd
Ohio
$36K +$36K +475 New
MCM
612
MV Capital Management
Maryland
$35K – – –
BC
613
Bartlett & Co
Ohio
$34K +$227 +3 +0.7%
SBL
614
Sargent Bickham Lagudis
Colorado
$34K +$27.9K +365 +456%
JFA
615
JNBA Financial Advisors
Minnesota
$32K -$21.1K -275 -40%
VFA
616
Virtus Fund Advisers
Connecticut
$32K – – –
JSAM
617
J. Safra Asset Management
New York
$29K +$29K +379 New
SWA
618
Sutton Wealth Advisors
Florida
$28K – – –
PFS
619
Physicians Financial Services
North Carolina
$27K +$13.9K +180 +106%
DAM
620
Delta Asset Management
Tennessee
$26K -$6.6K -85 -20%
AIM
621
Anchor Investment Management
South Carolina
$24.8K – – –
AWM
622
Avior Wealth Management
Nebraska
$23K -$28.5K -372 -55%
SGAM
623
Smith Group Asset Management
Texas
$23K -$2.3K -30 -9%
CGT
624
Capital Guardian Trust
California
$23K – – –
CAW
625
Cornerstone Advisors (Washington)
Washington
$16K – – –
23 24
25
26 27