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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 %
SI
176
Stephens Inc
Arkansas
$7.7M +$481K +6,943 +7%
Comerica Bank
177
Comerica Bank
Texas
$7.55M +$25.7K +368 +0.3%
MNA
178
Manning & Napier Advisors
New York
$7.48M +$7.48M +107,913 New
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$7.44M +$902K +13,008 +14%
KBC Group
180
KBC Group
Belgium
$7.38M +$4.96M +71,453 +204%
GIBU
181
Gulf International Bank (UK)
United Kingdom
$7.28M – – –
EAM
182
EverPoint Asset Management
Connecticut
$6.93M -$2.43M -35,000 -26%
FFSOTS
183
Fiduciary Financial Services of The Southwest
Texas
$6.79M +$179K +2,581 +3%
M&T Bank
184
M&T Bank
New York
$6.38M -$239K -3,448 -4%
BHA
185
Beech Hill Advisors
New York
$6.37M -$156K -2,250 -2%
DL
186
Delta Lloyd
Netherlands
$6.26M +$665K +9,590 +12%
SWP
187
Stratos Wealth Partners
Ohio
$6.24M +$1.15M +16,567 +23%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$6.23M +$578K +8,426 +10%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$6.22M -$1.82M -26,300 -23%
IP
190
InvenTrust Properties
Illinois
$6.16M – – –
GIA
191
Gateway Investment Advisers
Ohio
$6.05M -$822K -11,850 -12%
RIM
192
Ranger International Management
Illinois
$6.01M -$5.97M -86,120 -50%
EIM
193
ExxonMobil Investment Management
Texas
$6M +$496K +7,149 +9%
HIMCH
194
Hartford Investment Management Co (HIMCO)
Connecticut
$5.99M +$37.2K +536 +0.6%
Skandinaviska Enskilda Banken (SEB)
195
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.94M +$1.66M +23,920 +39%
APG Asset Management
196
APG Asset Management
Netherlands
$5.92M – – –
CC
197
Cannell & Co
New York
$5.8M +$459K +6,615 +9%
Citigroup
198
Citigroup
New York
$5.78M +$142K +2,050 +3%
AG
199
Aperio Group
California
$5.75M +$468K +6,756 +9%
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$5.67M -$88.1K -1,270 -2%
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