WELL icon

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 %
SSG
676
Summit Securities Group
New York
– -$248K -3,650 Closed
Jane Street
677
Jane Street
New York
– -$244K -3,583 Closed
SS
678
Simplicity Solutions
Minnesota
– -$227K -3,340 Closed
IH
679
IFC Holdings
Florida
– -$226K -3,321 Closed
SLG
680
Stanley-Laman Group
Pennsylvania
– -$216K -3,180 Closed
WCA
681
Waratah Capital Advisors
Ontario, Canada
– -$214K -3,150 Closed
GJIC
682
Gamble Jones Investment Counsel
California
– -$201K -2,954 Closed
AP
683
Appleton Partners
Massachusetts
– -$201K -2,950 Closed
SC
684
Saturna Capital
Washington
– -$144K -2,114 Closed
AFP
685
Ausdal Financial Partners
Iowa
– -$126K -1,857 Closed
Parallax Volatility Advisers
686
Parallax Volatility Advisers
California
– -$121K -1,785 Closed
AAC
687
Asset Advisors Corp
Georgia
– -$34K -500 Closed
TF
688
Tompkins Financial
New York
– -$23K -338 Closed
BBHC
689
Brown Brothers Harriman & Co
New York
– -$23K -333 Closed
KC
690
Kingfisher Capital
North Carolina
– -$11K -164 Closed
UFA
691
US Financial Advisors
Massachusetts
– -$9K -130 Closed
TRCT
692
Tower Research Capital (TRC)
New York
– -$9K -129 Closed
NMIS
693
Northwestern Mutual Investment Services
Wisconsin
– -$7K -100 Closed
PHK
694
Point72 Hong Kong
Hong Kong
– -$7K -100 Closed
CFG
695
Citizens Financial Group
Rhode Island
– -$6K -87 Closed
CCS
696
Crosspoint Capital Strategies
California
– -$6K -75 Closed
BWA
697
Burt Wealth Advisors
Maryland
– -$3K -53 Closed
SNT
698
Security National Trust
West Virginia
– -$3K -50 Closed
TDC
699
Thompson Davis & Co
Virginia
– -$3K -41 Closed
KM
700
Kalos Management
Georgia
– -$3K – –
24 25 26 27
28