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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 %
CCM
276
Cadence Capital Management
Massachusetts
$2.03M +$1.24M +18,944 +158%
IGIM
277
I.G. Investment Management
Manitoba, Canada
$2.03M +$981K +14,945 +94%
BWFM
278
Bridgewater Wealth & Financial Management
Maryland
$2.02M -$14.2K -217 -0.7%
NAM
279
NTV Asset Management
West Virginia
$2.01M – – –
FM
280
Forward Management
California
$1.97M – – –
WG
281
Winton Group
United Kingdom
$1.97M +$1.34M +20,353 +212%
Brown Advisory
282
Brown Advisory
Maryland
$1.97M -$179K -2,720 -8%
CAM
283
Cypress Asset Management
Texas
$1.95M +$45.9K +700 +2%
HCM
284
Hengehold Capital Management
Ohio
$1.94M -$47.1K -718 -2%
ANI
285
American National Insurance
Texas
$1.93M – – –
RA
286
RMR Advisors
Massachusetts
$1.92M – – –
ICOA
287
Investment Centers of America
North Dakota
$1.86M -$242K -3,675 -11%
DILH
288
Dai-ichi Life Holdings
Japan
$1.86M -$176K -2,675 -9%
BA
289
Bard Associates
Illinois
$1.83M -$2.25M – –
OC
290
Oppenheimer & Co
New York
$1.82M +$252K +3,844 +16%
CTA
291
Chesley Taft & Associates
Illinois
$1.82M +$32.8K +500 +2%
Jane Street
292
Jane Street
New York
$1.81M +$1.81M +27,601 New
BPC
293
Banque Pictet & Cie
Switzerland
$1.8M -$20.5K -313 -1%
FAM
294
Fred Alger Management
New York
$1.77M – – –
FA
295
FMA Advisory
Pennsylvania
$1.75M +$1.75M +26,684 New
PCM
296
Palouse Capital Management
Washington
$1.74M -$48.6K -740 -3%
TFA
297
Transamerica Financial Advisors
Florida
$1.73M +$119K +1,812 +7%
LMGAM
298
Liberty Mutual Group Asset Management
Massachusetts
$1.73M -$590K -8,984 -25%
Squarepoint
299
Squarepoint
New York
$1.73M +$1.73M +26,392 New
RJT
300
Raymond James Trust
Florida
$1.72M -$52.8K -804 -3%
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