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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
Fidelity Investments
Massachusetts
$871M
2
Invesco
Invesco
Georgia
$536M
3
Deutsche Bank
Deutsche Bank
Germany
$334M
4
Stifel Financial
Stifel Financial
Missouri
$60.7M
5
TA
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
4
PI
PGGM Investments
Netherlands
$333M
5
SCRM
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
EII Capital Management
New York
$11.5M -$1.44M -18,900 -11%
WJA
152
Williams Jones & Associates
New York
$11.4M +$209K +2,748 +2%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$11.4M -$2.15M -28,190 -16%
AAM
154
Advisors Asset Management
Colorado
$11.3M -$559K -7,345 -5%
AAMU
155
Amundi Asset Management US
Massachusetts
$11.3M +$678K +8,900 +6%
ProShare Advisors
156
ProShare Advisors
Maryland
$11M -$1.15M -15,161 -9%
SAM
157
Shell Asset Management
Netherlands
$11M -$626K -8,217 -5%
CTC
158
Central Trust Company
Missouri
$10.5M -$315K -4,141 -3%
TCOT
159
Trust Company of Toledo
Ohio
$10.3M +$105K +1,385 +1%
EAM
160
EverPoint Asset Management
Connecticut
$10.3M +$2.67M +35,000 +35%
SB
161
Suntrust Banks
Georgia
$10.1M +$862K +11,315 +9%
BSA
162
Braun Stacey Associates
New York
$9.97M +$9.97M +130,856 New
ASRS
163
Arizona State Retirement System
Arizona
$9.63M -$3.56M -46,800 -27%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$9.54M +$3.78M +49,590 +66%
SOMRS
165
State of Michigan Retirement System
Michigan
$9.44M +$129K +1,700 +1%
VLKIM
166
Van Lanschot Kempen Investment Management
Netherlands
$9.37M +$3.57M +46,879 +62%
SI
167
Stephens Inc
Arkansas
$9.14M +$682K +8,952 +8%
SCM
168
Sterling Capital Management
North Carolina
$8.86M +$22.1K +290 +0.2%
TPSF
169
Texas Permanent School Fund
Texas
$8.82M -$502K -6,595 -5%
ZIM
170
Zacks Investment Management
Illinois
$8.79M -$77.9K -1,023 -0.9%
DP
171
Dearborn Partners
Illinois
$8.79M -$82.1K -1,078 -0.9%
SG Americas Securities
172
SG Americas Securities
New York
$8.7M +$5.26M +69,079 +153%
SG
173
Societe Generale
$8.7M +$8.7M +114,190 New
LCM
174
Laurion Capital Management
New York
$8.62M -$46.9M -615,281 -84%
Fidelity International
175
Fidelity International
Bermuda
$8.53M -$52.2K -685 -0.6%
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