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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$428M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$125M
3
Principal Financial Group
Principal Financial Group
Iowa
+$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$90.3M

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
-$37.2M
2
ACA
Anchor Capital Advisors
Massachusetts
-$24.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.7M
4
HI
Honeywell International
North Carolina
-$20.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Aperio Group
California
$4.43M +$182K +2,351 +4%
SM
227
Stratton Management
Pennsylvania
$4.29M +$7.74K +100 +0.2%
CC
228
Cannell & Co
New York
$4.18M +$1.28M +16,530 +44%
APFBOT
229
Amica Pension Fund Board of Trustees
Rhode Island
$4.11M -$20.2K -261 -0.5%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$4.1M -$198K -2,554 -5%
BOH
231
Bank of Hawaii
Hawaii
$4.08M +$238K +3,070 +6%
PAM
232
Private Asset Management
California
$4M -$782K -10,114 -16%
BC
233
Barnett & Company
Tennessee
$3.99M -$77.4K -1,000 -2%
CAM
234
Carret Asset Management
New York
$3.92M -$242K -3,125 -6%
B
235
BP
United Kingdom
$3.87M +$3.87M +50,000 New
Lazard Asset Management
236
Lazard Asset Management
New York
$3.79M -$1.39M -18,002 -27%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$3.76M +$20K +258 +0.5%
MOACM
238
Mutual of America Capital Management
New York
$3.68M +$254K +3,278 +7%
HC
239
HHG & Company
Connecticut
$3.66M -$18.4K -238 -0.5%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$3.64M – – –
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$3.59M – – –
Truist Financial
242
Truist Financial
North Carolina
$3.56M +$645K +8,334 +22%
CPS
243
Counsel Portfolio Services
Ontario, Canada
$3.54M +$2.43M +31,400 +219%
MAM
244
Mizuho Asset Management
Japan
$3.53M +$797K +10,298 +29%
MCM
245
Maryland Capital Management
Maryland
$3.49M -$136K -1,755 -4%
MSA
246
Mason Street Advisors
Wisconsin
$3.48M -$2.07M -26,717 -37%
ACM
247
Azimuth Capital Management
Michigan
$3.46M +$21.7K +280 +0.6%
WJA
248
Williams Jones & Associates
New York
$3.4M +$3.4M +43,950 New
LP
249
LMR Partners
United Kingdom
$3.4M +$1.51M +19,467 +80%
CCM
250
Catawba Capital Management
Virginia
$3.39M -$152K -1,960 -4%
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