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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$497M
2
BC
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$575M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$781M
2
AAMU
APG Asset Management US
New York
$0
3
SAMC
Shinko Asset Management Company
Japan
$268M
4
Invesco
Invesco
Georgia
$312M
5
JHIU
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Mizuho Asset Management
Japan
$3.9M +$59.9K +880 +2%
MAS
227
Madden Advisory Services
Florida
$3.86M -$735K -10,807 -16%
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$3.72M -$19.5M -286,734 -84%
CAM
229
Carret Asset Management
New York
$3.7M -$6.46K -95 -0.2%
ClearBridge Investments
230
ClearBridge Investments
New York
$3.7M -$645K -9,486 -15%
Point72 Asset Management
231
Point72 Asset Management
Connecticut
$3.67M -$6.89M -101,300 -65%
SI
232
Standard Investments
New York
$3.65M +$3.65M +53,707 New
DILH
233
Dai-ichi Life Holdings
Japan
$3.63M – – –
PAI
234
Pittenger & Anderson Inc
Nebraska
$3.6M -$9.86K -145 -0.3%
AFWA
235
Ancora Family Wealth Advisors
Ohio
$3.55M +$649K +9,537 +22%
Truist Financial
236
Truist Financial
North Carolina
$3.54M -$28.5K -419 -0.8%
LM
237
Lincluden Management
Ontario, Canada
$3.54M +$1,000K +14,695 +39%
State of Tennessee, Department of Treasury
238
State of Tennessee, Department of Treasury
Tennessee
$3.38M -$297K -4,360 -8%
BOH
239
Bank of Hawaii
Hawaii
$3.33M -$232K -3,406 -7%
MOACM
240
Mutual of America Capital Management
New York
$3.3M -$7.62K -112 -0.2%
Lazard Asset Management
241
Lazard Asset Management
New York
$3.27M -$12.9K -189 -0.4%
TRSOTSOK
242
Teachers Retirement System of the State of Kentucky
Kentucky
$3.2M – – –
HC
243
HHG & Company
Connecticut
$3.19M +$13.7K +201 +0.4%
CG
244
Clinton Group
New York
$3.17M +$2.78M +40,925 +714%
WAM
245
World Asset Management
Michigan
$3.17M +$325K +4,780 +11%
Janus Henderson Group
246
Janus Henderson Group
United Kingdom
$3.16M -$16.2M -237,800 -84%
MSA
247
Mason Street Advisors
Wisconsin
$3.15M +$47.7K +701 +2%
ARTA
248
A.R.T. Advisors
New York
$3.12M -$48.3K -710 -2%
ACM
249
Azimuth Capital Management
Michigan
$3.12M +$155K +2,285 +5%
OPERF
250
Oregon Public Employees Retirement Fund
Oregon
$3.09M +$122K +1,800 +4%
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