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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
Bank of America
North Carolina
$268M
3
LIMS
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.3M
2
Invesco
Invesco
Georgia
$382M
3
Cohen & Steers
Cohen & Steers
New York
$1.32B
4
SAMC
Shinko Asset Management Company
Japan
$339M
5
CS
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
226
Teachers Retirement System of the State of Kentucky
Kentucky
$3.18M – – –
HC
227
HHG & Company
Connecticut
$3.16M -$62.8K -927 -2%
ARTA
228
A.R.T. Advisors
New York
$3.16M +$3.16M +46,639 New
MSA
229
Mason Street Advisors
Wisconsin
$3.08M +$22.2K +328 +0.7%
BC
230
Barnett & Company
Tennessee
$3.05M -$288K -4,255 -9%
BC
231
Brookfield Corp
Ontario, Canada
$2.96M -$714K -28,160 -19%
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$2.95M +$22.1K +327 +0.8%
ACM
233
Azimuth Capital Management
Michigan
$2.95M -$58.9K -870 -2%
LFR
234
Lehman Financial Resources
Pennsylvania
$2.9M +$2.9M +42,829 +237,939%
AFWA
235
Ancora Family Wealth Advisors
Ohio
$2.89M +$2.89M +42,638 New
WAM
236
World Asset Management
Michigan
$2.83M +$425K +6,274 +18%
MCM
237
Maryland Capital Management
Maryland
$2.81M -$110K -1,630 -4%
BCM
238
Buckhead Capital Management
Georgia
$2.78M +$2.78M +41,058 New
FWCM
239
Ferguson Wellman Capital Management
Oregon
$2.7M +$2.84K +42 +0.1%
CCM
240
Catawba Capital Management
Virginia
$2.68M -$205K -3,034 -7%
CIA
241
Capital Investment Advisors
Georgia
$2.62M +$307K +4,533 +13%
AssetMark Inc
242
AssetMark Inc
California
$2.59M +$2.59M +38,179 New
CPS
243
Counsel Portfolio Services
Ontario, Canada
$2.55M -$860K -12,700 -25%
ACP
244
Ashfield Capital Partners
California
$2.54M +$386K +5,702 +18%
LM
245
Lincluden Management
Ontario, Canada
$2.53M +$2.53M +37,285 New
AWCI
246
Alpine Woods Capital Investors
New York
$2.43M – – –
BG
247
Bollard Group
Massachusetts
$2.41M +$29.1K +430 +1%
Calamos Advisors
248
Calamos Advisors
Illinois
$2.36M +$183K +2,698 +8%
LS
249
Livforsakringsbolaget Skandia
Sweden
$2.34M – – –
FIM
250
Friedberg Investment Management
Texas
$2.32M +$221K +3,260 +10%
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