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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 %
PAG
251
Private Advisor Group
New Jersey
$3.07M +$3.07M +45,155 New
ACC
252
Accident Compensation Corp
New Zealand
$2.97M +$2.97M +43,600 New
AA
253
ALPS Advisors
Colorado
$2.93M -$84.7K -1,245 -3%
LFR
254
Lehman Financial Resources
Pennsylvania
$2.91M -$6.39K -94 -0.2%
IGIM
255
I.G. Investment Management
Manitoba, Canada
$2.89M +$1.13M +16,538 +64%
BC
256
Barnett & Company
Tennessee
$2.83M -$233K -3,423 -8%
MCM
257
Maryland Capital Management
Maryland
$2.83M +$1.02K +15 +0%
CCM
258
Catawba Capital Management
Virginia
$2.8M +$111K +1,629 +4%
AMI
259
Amica Mutual Insurance
Rhode Island
$2.8M +$2.8M +41,094 New
BCM
260
Buckhead Capital Management
Georgia
$2.79M -$6.12K -90 -0.2%
DCM
261
Driehaus Capital Management
Illinois
$2.76M +$2.76M +40,600 New
CIA
262
Capital Investment Advisors
Georgia
$2.73M +$95.6K +1,406 +4%
William Blair & Company
263
William Blair & Company
Illinois
$2.67M +$655K +9,634 +33%
PDN
264
Pensionfund DSM Netherlands
Netherlands
$2.65M +$476K +7,000 +22%
FWCM
265
Ferguson Wellman Capital Management
Oregon
$2.62M -$87.8K -1,290 -3%
CA
266
Cetera Advisors
Colorado
$2.53M +$300K +4,419 +13%
Handelsbanken Fonder
267
Handelsbanken Fonder
Sweden
$2.52M +$2.52M +37,037 New
ACP
268
Ashfield Capital Partners
California
$2.5M -$51.2K -752 -2%
HighTower Advisors
269
HighTower Advisors
Illinois
$2.42M +$1.19M +17,450 +96%
BG
270
Bollard Group
Massachusetts
$2.4M -$20K -294 -0.8%
Calamos Advisors
271
Calamos Advisors
Illinois
$2.38M +$16.5K +243 +0.7%
CRM
272
Cramer Rosenthal McGlynn
Connecticut
$2.38M +$1.02M +15,000 +75%
KBC Group
273
KBC Group
Belgium
$2.38M -$4.54M -66,753 -66%
QCM
274
Quadrant Capital Management
New Jersey
$2.37M +$109K +1,600 +5%
BA
275
Bridgewater Associates
Connecticut
$2.37M +$1.74M +25,600 +276%
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