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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$3.59M +$398K +6,071 +12%
JG
227
Jefferies Group
New York
$3.58M +$2.32M +35,279 +183%
MAM
228
Mizuho Asset Management
Japan
$3.56M +$565K +8,605 +19%
PAI
229
Pittenger & Anderson Inc
Nebraska
$3.54M -$308K -4,700 -8%
BOH
230
Bank of Hawaii
Hawaii
$3.53M +$66K +1,006 +2%
GCM
231
Garland Capital Management
Washington
$3.42M -$369K -5,625 -10%
CAM
232
Carret Asset Management
New York
$3.42M +$93.5K +1,425 +3%
AMI
233
Amica Mutual Insurance
Rhode Island
$3.35M -$1.5M -22,900 -31%
CPS
234
Counsel Portfolio Services
Ontario, Canada
$3.31M +$302K +4,600 +10%
BC
235
Barnett & Company
Tennessee
$3.23M -$151K -2,300 -4%
MOACM
236
Mutual of America Capital Management
New York
$3.13M +$10.3K +157 +0.3%
HC
237
HHG & Company
Connecticut
$3.12M +$21K +320 +0.7%
Truist Financial
238
Truist Financial
North Carolina
$3.1M +$77.4K +1,180 +3%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$3.09M – – –
CG
240
Clinton Group
New York
$3.07M +$2.89M +44,028 +1,640%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$3.05M – – –
MSA
242
Mason Street Advisors
Wisconsin
$2.97M +$12.9K +196 +0.4%
ACM
243
Azimuth Capital Management
Michigan
$2.91M -$22K -335 -0.7%
AA
244
ALPS Advisors
Colorado
$2.88M +$85.2K +1,298 +3%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$2.84M +$85.3K +1,300 +3%
MCM
246
Maryland Capital Management
Maryland
$2.83M -$128K -1,949 -4%
CCM
247
Catawba Capital Management
Virginia
$2.8M -$79.6K -1,213 -3%
RJFSA
248
Raymond James Financial Services Advisors
Florida
$2.74M -$742K -11,300 -21%
PAG
249
Private Advisor Group
New Jersey
$2.63M +$87.5K +1,333 +3%
FWCM
250
Ferguson Wellman Capital Management
Oregon
$2.61M +$12.1K +185 +0.5%
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