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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 Market Value Shares Shares
Change 		Shares
Change %
QCG
651
Quadrant Capital Group
Ohio
$7K 149 +69 +86%
S
652
SignatureFD
Georgia
$6K 77 +43 +126%
Loomis, Sayles & Company
653
Loomis, Sayles & Company
Massachusetts
$6K 73 +73 New
AW
654
Alpha Windward
Massachusetts
$6K 75 +75 New
ACM
655
Armbruster Capital Management
New York
$6K 80 +80 New
PCP
656
Proficio Capital Partners
Massachusetts
$5K 60 -19 -24%
RWG
657
Regal Wealth Group
California
$5K 60 +60 New
PSUF
658
People's United Financial
Connecticut
$4K 50 – –
JIR
659
James Investment Research
Ohio
$4K 47 +47 New
AWMS
660
Advocacy Wealth Management Services
Georgia
$4K 58 +58 New
FMP
661
Financial Management Professionals
Texas
$4K 64 +64 New
IF
662
Ironwood Financial
Arizona
$3K 33 – –
HCM
663
Herndon Capital Management
Georgia
$3K 33 +33 New
VCM
664
Vigilant Capital Management
Maine
$3K 37 +37 New
AT
665
Arden Trust
Delaware
$2.35K 30,811 +3,903 +15%
TFO
666
Tarbox Family Office
California
$2K 22 – –
PRS
667
Pinkerton Retirement Specialists
Idaho
$2K 22 +22 New
DSN
668
D. Scott Neal
Kentucky
$1K 14 – –
SFG
669
SevenBridge Financial Group
Pennsylvania
$1K 17 +17 New
CA
670
Commerzbank Aktiengesellschaft
Germany
$487 6,397 -4,079 -39%
FHC
671
First Heartland Consultants
Missouri
$344 4,521 +623 +16%
PIA
672
Piedmont Investment Advisors
North Carolina
$152 2 +2 New
GA
673
GRS Advisors
Illinois
– – -255,700 Closed
HEIP
674
Hudson Edge Investment Partners
New Jersey
– – -212,190 Closed
ESCM
675
Echo Street Capital Management
New York
– – -200,534 Closed
25 26
27
28 29