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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 %
CAW
626
Cornerstone Advisors (Washington)
Washington
$16K – – –
ECM
627
Estabrook Capital Management
New York
$15.2K – – –
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
SF
629
Synovus Financial
Georgia
$15K +$78 +1 +0.5%
JCM
630
Jacobi Capital Management
Pennsylvania
$15K +$15K +200 New
First Manhattan
631
First Manhattan
New York
$14K – – –
JIC
632
Joel Isaacson & Co
New York
$12K – – –
GAM
633
Gemmer Asset Management
California
$12K +$8.78K +120 +273%
CCM
634
Cribstone Capital Management
Maine
$12K +$12K +155 New
EFSCE
635
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
IR
636
Invictus RG
Bermuda
$11K +$11K +145 New
ECM
637
Exchange Capital Management
Michigan
$11K +$11K +150 New
WP
638
WealthPLAN Partners
Nebraska
$10.2K +$10.2K +268 New
JWA
639
JFS Wealth Advisors
Pennsylvania
$10K – – –
FPFS
640
First Personal Financial Services
North Carolina
$10K – – –
MIM
641
Macroview Investment Management
Maryland
$10K +$74 +1 +0.7%
MRCM
642
M&R Capital Management
New Jersey
$10K +$10K +135 New
OC
643
Oakworth Capital
Alabama
$9K – – –
CFS
644
Commonwealth Financial Services
West Virginia
$9K +$9K +121 New
PMFA
645
Plante Moran Financial Advisors
Michigan
$8K -$18.6K -233 -70%
AIM
646
Acrospire Investment Management
Illinois
$8K -$8.24K -103 -51%
TCOV
647
Trust Company of Vermont
Vermont
$8K – – –
LWM
648
LBA Wealth Management
Florida
$8K – – –
MSFP
649
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
IIC
650
Integrated Investment Consultants
Michigan
$8K – – –
24 25
26
27 28