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 %
FAF
201
Fjarde Ap-fonden
Sweden
$5.65M +$744K +10,732 +15%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$5.59M +$127K +1,828 +2%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.57M -$950K -13,702 -15%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$5.51M -$63K -908 -1%
VLKIM
205
Van Lanschot Kempen Investment Management
Netherlands
$5.28M +$916K +13,217 +21%
URS
206
Utah Retirement Systems
Utah
$5.27M +$90.1K +1,300 +2%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$5.25M -$347K -5,000 -6%
PAM
208
Private Asset Management
California
$4.88M +$160K +2,305 +3%
Victory Capital Management
209
Victory Capital Management
Texas
$4.88M -$381K -5,492 -7%
US Bancorp
210
US Bancorp
Minnesota
$4.81M -$348K -5,013 -7%
BFG
211
Beacon Financial Group
Texas
$4.79M -$2.78M -40,382 -37%
BFM
212
Boston Financial Management
Massachusetts
$4.69M -$133K -1,918 -3%
QIM
213
Quantitative Investment Management
Virginia
$4.67M +$4.67M +67,400 New
IGIM
214
I.G. Investment Management
Manitoba, Canada
$4.65M +$1.7M +24,578 +58%
AssetMark Inc
215
AssetMark Inc
California
$4.5M -$343K -4,953 -7%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$4.45M +$11.4K +165 +0.3%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$4.34M -$686K -9,890 -14%
AMG
218
Advisors Management Group
Wisconsin
$4.33M +$123K +1,768 +3%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$4.3M +$127K +1,838 +3%
DLCIG
220
D.L. Carlson Investment Group
New Hampshire
$4.19M +$38.8K +560 +0.9%
BIM
221
Bridgecreek Investment Management
Oklahoma
$4.17M -$185K -2,665 -4%
UCFA
222
United Capital Financial Advisors
Texas
$4.11M -$1.07M -15,484 -21%
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.99M -$6.43M -92,813 -62%
Public Sector Pension Investment Board (PSP Investments)
224
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.99M -$2.28M -32,900 -36%
Point72 Asset Management
225
Point72 Asset Management
Connecticut
$3.94M +$201K +2,900 +5%
7 8
9
10 11