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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 %
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$6.13M -$5.91M -77,539 -49%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$6.01M +$1.87M +24,557 +45%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$5.97M -$265K -3,477 -4%
URS
204
Utah Retirement Systems
Utah
$5.95M +$160K +2,100 +3%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$5.94M -$110K -1,443 -2%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$5.9M +$1.17M +15,386 +25%
IA
207
IFP Advisors
Florida
$5.88M +$5.61M +73,598 +2,081%
RIM
208
Ranger International Management
Illinois
$5.79M -$814K -10,680 -12%
FP
209
Foundry Partners
Minnesota
$5.66M +$3.38M +44,359 +148%
EA
210
Euclid Advisors
Connecticut
$5.42M +$5.42M +71,140 New
WG
211
Winton Group
United Kingdom
$5.35M +$5.35M +70,258 New
IGIM
212
I.G. Investment Management
Manitoba, Canada
$5.33M +$226K +2,968 +4%
BFM
213
Boston Financial Management
Massachusetts
$5.29M +$135K +1,770 +3%
BFG
214
Beacon Financial Group
Texas
$5.25M -$4.61K -61 -0.1%
BIM
215
Bridgecreek Investment Management
Oklahoma
$5.23M +$649K +8,515 +14%
MAM
216
Mizuho Asset Management
Japan
$5.18M +$1.7M +22,364 +49%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$5.17M +$279K +3,669 +6%
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.15M +$769K +10,100 +18%
ZIG
219
Zurich Insurance Group
Switzerland
$5.08M +$5.08M +66,742 New
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$5.04M +$278K +3,646 +6%
AssetMark Inc
221
AssetMark Inc
California
$5.03M +$94.1K +1,236 +2%
US Bancorp
222
US Bancorp
Minnesota
$5.01M -$276K -3,622 -5%
LPL Financial
223
LPL Financial
California
$4.98M -$6.32M -82,773 -56%
PAG
224
Private Advisor Group
New Jersey
$4.94M +$715K +9,359 +17%
Victory Capital Management
225
Victory Capital Management
Texas
$4.94M -$423K -5,548 -8%
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