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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 %
ICOA
276
Investment Centers of America
North Dakota
$2.47M +$338K +4,374 +16%
PDN
277
Pensionfund DSM Netherlands
Netherlands
$2.47M -$534K -6,900 -18%
WB
278
WesBanco Bank
West Virginia
$2.45M -$109K -1,415 -4%
NMIMC
279
Northwestern Mutual Investment Management Company
Wisconsin
$2.45M +$2.45M +31,711 New
QCM
280
Quadrant Capital Management
New Jersey
$2.42M -$128K -1,650 -5%
BWFM
281
Bridgewater Wealth & Financial Management
Maryland
$2.4M -$39.2K -507 -2%
VKH
282
Virtu KCG Holdings
New York
$2.4M +$798K +10,314 +50%
DILH
283
Dai-ichi Life Holdings
Japan
$2.4M +$173K +2,235 +8%
CAM
284
Capstone Asset Management
Texas
$2.39M +$176K +2,270 +8%
NAM
285
NTV Asset Management
West Virginia
$2.37M -$11.6K -150 -0.5%
HCM
286
Hengehold Capital Management
Ohio
$2.34M -$101K -1,301 -4%
FM
287
Forward Management
California
$2.32M -$2.83M -36,600 -55%
SBCM
288
Schwerin Boyle Capital Management
Massachusetts
$2.32M – – –
CIBC World Market
289
CIBC World Market
Ontario, Canada
$2.32M -$1.29M -16,659 -36%
OSNBOA
290
Old Second National Bank of Aurora
Illinois
$2.31M +$182K +2,350 +9%
ANI
291
American National Insurance
Texas
$2.27M – – –
RA
292
RMR Advisors
Massachusetts
$2.26M – – –
CAM
293
Cypress Asset Management
Texas
$2.25M +$427K +5,525 +24%
BA
294
Bard Associates
Illinois
$2.25M -$2.24M – –
ACP
295
Ashfield Capital Partners
California
$2.18M +$502K +6,489 +30%
CA
296
Cetera Advisors
Colorado
$2.16M +$2.16M +28,029 New
BPC
297
Banque Pictet & Cie
Switzerland
$2.14M -$34.3K -443 -2%
KBC Group
298
KBC Group
Belgium
$2.14M -$9.39M -121,325 -81%
BRWA
299
B. Riley Wealth Advisors
Florida
$2.12M -$111K -1,441 -5%
PCM
300
Palouse Capital Management
Washington
$2.11M +$108K +1,393 +5%
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