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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 %
JPMPWA
701
J.P. Morgan Private Wealth Advisors
California
– -$274K -3,948 Closed
HCM
702
Howland Capital Management
Massachusetts
– -$264K -3,804 Closed
Simplex Trading
703
Simplex Trading
Illinois
– -$235K -3,401 Closed
YP
704
Yellowstone Partners
Idaho
– -$217K -3,126 Closed
QC
705
QCM Cayman
Texas
– -$216K -3,117 Closed
PAM
706
PartnerRe Asset Management
Connecticut
– -$164K -2,358 Closed
CG
707
Cutler Group
California
– -$160K -2,319 Closed
WIC
708
Woodmont Investment Counsel
Tennessee
– -$124K -1,785 Closed
WA
709
WealthTrust-Arizona
Arizona
– -$35K -500 Closed
BWP
710
Baldwin Wealth Partners
Massachusetts
– -$35K -500 Closed
HR
711
Howe & Rusling
New York
– -$27K -388 Closed
EDRS
712
Edmond de Rothschild (Suisse)
Switzerland
– -$17K -250 Closed
EDRH
713
Edmond de Rothschild Holding
Switzerland
– -$17K -250 Closed
FAM
714
Formidable Asset Management
Ohio
– -$12K -180 Closed
TWA
715
TCI Wealth Advisors
Arizona
– -$7K -108 Closed
DLHL
716
Donald L. Hagan LLC
Florida
– -$4K -60 Closed
Bessemer Group
717
Bessemer Group
New Jersey
– -$4K -56 Closed
VIA
718
Vantage Investment Advisors
Pennsylvania
– -$3K -50 Closed
BAM
719
Barrett Asset Management
New York
– -$2K -30 Closed
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