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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
+$170M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$53.8M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$44.8M
5
Ameriprise
Ameriprise
Minnesota
+$40.4M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$429M
2
Invesco
Invesco
Georgia
-$189M
3
Cohen & Steers
Cohen & Steers
New York
-$136M
4
SAMC
Shinko Asset Management Company
Japan
-$72.8M
5
CS
Credit Suisse
Switzerland
-$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
251
Stratton Management
Pennsylvania
$2.28M -$1.44M -21,250 -39%
Rafferty Asset Management
252
Rafferty Asset Management
New York
$2.26M +$1.15M +17,035 +104%
QCM
253
Quadrant Capital Management
New Jersey
$2.25M +$122K +1,800 +6%
CA
254
Cetera Advisors
Colorado
$2.22M +$109K +1,608 +5%
CAM
255
Capstone Asset Management
Texas
$2.19M +$20.2K +298 +0.9%
OSNBOA
256
Old Second National Bank of Aurora
Illinois
$2.17M +$52.2K +770 +2%
PDN
257
Pensionfund DSM Netherlands
Netherlands
$2.16M – – –
NMIMC
258
Northwestern Mutual Investment Management Company
Wisconsin
$2.14M -$4.61M -68,023 -68%
IOOF
259
Independent Order of Foresters
Ontario, Canada
$2.12M – – –
WB
260
WesBanco Bank
West Virginia
$2.1M -$19.2K -284 -0.9%
BWFM
261
Bridgewater Wealth & Financial Management
Maryland
$2.09M +$4.67K +69 +0.2%
PCM
262
Palouse Capital Management
Washington
$2.09M +$289K +4,271 +16%
FP
263
Foundry Partners
Minnesota
$2.07M +$2.07M +30,569 New
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$2.05M -$1.65M -24,305 -44%
NAM
265
NTV Asset Management
West Virginia
$2.03M -$40.6K -600 -2%
FM
266
Forward Management
California
$2.03M – – –
ICOA
267
Investment Centers of America
North Dakota
$2.02M +$101K +1,488 +5%
PI
268
Putnam Investments
Massachusetts
$2.01M -$7.13M -105,338 -78%
William Blair & Company
269
William Blair & Company
Illinois
$2M -$264K -3,904 -12%
QIM
270
Quantitative Investment Management
Virginia
$2M +$860K +12,700 +75%
ANI
271
American National Insurance
Texas
$1.99M – – –
RA
272
RMR Advisors
Massachusetts
$1.98M – – –
HCM
273
Hengehold Capital Management
Ohio
$1.97M -$35.4K -523 -2%
OC
274
Oppenheimer & Co
New York
$1.92M +$37.7K +556 +2%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$543K +8,014 +40%
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