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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 %
Allianz Asset Management
251
Allianz Asset Management
Germany
$3.35M +$1.82M +23,481 +119%
AA
252
ALPS Advisors
Colorado
$3.3M +$209K +2,705 +7%
GEM
253
Global Endowment Management
North Carolina
$3.26M +$193K +2,500 +6%
OPERF
254
Oregon Public Employees Retirement Fund
Oregon
$3.25M +$209K +2,700 +7%
PMG
255
ProVise Management Group
Florida
$3.2M +$7.35K +95 +0.2%
GT
256
Glenmede Trust
Pennsylvania
$3.19M -$42.3K -547 -1%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.1M -$1.52M -19,698 -33%
FWCM
258
Ferguson Wellman Capital Management
Oregon
$3.07M +$90.9K +1,175 +3%
CA
259
Commerzbank Aktiengesellschaft
Germany
$3.06M -$7.21M -93,186 -70%
WAM
260
World Asset Management
Michigan
$3.05M +$169K +2,180 +6%
PAG
261
Private Advisor Group
New Jersey
$3M +$220K +2,844 +8%
CC
262
Cipher Capital
New York
$2.97M +$1.24M +16,034 +72%
AWCI
263
Alpine Woods Capital Investors
New York
$2.77M +$851K +11,000 +44%
LMGAM
264
Liberty Mutual Group Asset Management
Massachusetts
$2.74M +$153K +1,980 +6%
BG
265
Bollard Group
Massachusetts
$2.69M +$28.6K +370 +1%
BA
266
BlackRock Advisors
Delaware
$2.68M -$279K -3,611 -9%
LS
267
Livforsakringsbolaget Skandia
Sweden
$2.67M +$456K +5,900 +21%
CIA
268
Capital Investment Advisors
Georgia
$2.63M -$10.4K -134 -0.4%
Calamos Advisors
269
Calamos Advisors
Illinois
$2.58M +$2.58M +33,370 New
PA
270
Profund Advisors
Maryland
$2.54M -$382K -4,932 -13%
Brown Advisory
271
Brown Advisory
Maryland
$2.53M -$29.8K -385 -1%
William Blair & Company
272
William Blair & Company
Illinois
$2.51M +$41.5K +536 +2%
Robeco Institutional Asset Management
273
Robeco Institutional Asset Management
Netherlands
$2.5M +$1.84M +23,776 +281%
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
$2.49M -$232K -3,005 -9%
FIM
275
Friedberg Investment Management
Texas
$2.49M -$10.8K -140 -0.4%
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