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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 %
COPPSERS
251
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.59M -$44K -671 -2%
GEM
252
Global Endowment Management
North Carolina
$2.57M -$190K -2,900 -7%
PMG
253
ProVise Management Group
Florida
$2.42M -$295K -4,486 -11%
CA
254
Commerzbank Aktiengesellschaft
Germany
$2.37M -$222K -3,385 -9%
APFBOT
255
Amica Pension Fund Board of Trustees
Rhode Island
$2.35M -$1.14M -17,300 -33%
AWCI
256
Alpine Woods Capital Investors
New York
$2.35M – – –
WAM
257
World Asset Management
Michigan
$2.33M -$259K -3,949 -10%
BG
258
Bollard Group
Massachusetts
$2.31M +$26.7K +407 +1%
LS
259
Livforsakringsbolaget Skandia
Sweden
$2.27M – – –
CIA
260
Capital Investment Advisors
Georgia
$2.24M +$11.7K +178 +0.5%
SG Americas Securities
261
SG Americas Securities
New York
$2.21M -$4.46M -68,000 -67%
William Blair & Company
262
William Blair & Company
Illinois
$2.2M +$70.2K +1,070 +3%
DCM
263
Driehaus Capital Management
Illinois
$2.14M -$1.62M -24,659 -43%
Robeco Institutional Asset Management
264
Robeco Institutional Asset Management
Netherlands
$2.12M – – –
CAM
265
Capstone Asset Management
Texas
$2.11M +$78.1K +1,190 +4%
Calamos Advisors
266
Calamos Advisors
Illinois
$2.11M -$85.1K -1,296 -4%
PDN
267
Pensionfund DSM Netherlands
Netherlands
$2.1M – – –
ACP
268
Ashfield Capital Partners
California
$2.08M +$238K +3,625 +13%
Citadel Advisors
269
Citadel Advisors
Florida
$2.08M +$1.76M +26,805 +552%
QCM
270
Quadrant Capital Management
New Jersey
$2.07M +$9.85K +150 +0.5%
WB
271
WesBanco Bank
West Virginia
$2.06M -$25.2K -384 -1%
OSNBOA
272
Old Second National Bank of Aurora
Illinois
$2.06M +$98.6K +1,503 +5%
IOOF
273
Independent Order of Foresters
Ontario, Canada
$2.05M +$951K +14,500 +86%
CA
274
Cetera Advisors
Colorado
$2.05M +$208K +3,180 +11%
FIM
275
Friedberg Investment Management
Texas
$2.04M -$74.8K -1,140 -4%
9 10
11
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