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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 %
OSNBOA
276
Old Second National Bank of Aurora
Illinois
$2.23M +$44.1K +648 +2%
ICOA
277
Investment Centers of America
North Dakota
$2.21M +$180K +2,643 +9%
RJT
278
Raymond James Trust
Florida
$2.19M +$398K +5,845 +22%
WG
279
Winton Group
United Kingdom
$2.18M -$9.51M -139,827 -81%
BWFM
280
Bridgewater Wealth & Financial Management
Maryland
$2.17M +$68.9K +1,013 +3%
GHA
281
Garcia Hamilton & Associates
Texas
$2.16M +$1.02M +14,975 +89%
PCM
282
Palouse Capital Management
Washington
$2.12M +$19.2K +282 +0.9%
V
283
Veritable
Delaware
$2.12M +$417K +6,133 +25%
GC
284
Globeflex Capital
California
$2.11M +$801K +11,777 +61%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$2.05M +$124K +1,826 +6%
FM
286
Forward Management
California
$2.04M – – –
HSS
287
Harrison Street Securities
Illinois
$2.03M +$132K +1,943 +7%
APFBOT
288
Amica Pension Fund Board of Trustees
Rhode Island
$2.03M +$2.03M +29,846 New
WB
289
WesBanco Bank
West Virginia
$2.01M -$106K -1,561 -5%
ANI
290
American National Insurance
Texas
$2M – – –
RA
291
RMR Advisors
Massachusetts
$1.99M – – –
HCM
292
Hengehold Capital Management
Ohio
$1.98M +$748 +11 +0%
TFA
293
Transamerica Financial Advisors
Florida
$1.97M +$115K +1,688 +6%
NAM
294
NTV Asset Management
West Virginia
$1.96M -$81.6K -1,200 -4%
CAM
295
Cypress Asset Management
Texas
$1.96M +$76.5K +1,125 +4%
CAM
296
Capstone Asset Management
Texas
$1.96M -$246K -3,624 -11%
IOOF
297
Independent Order of Foresters
Ontario, Canada
$1.94M -$184K -2,700 -9%
LCM
298
Landscape Capital Management
New Jersey
$1.94M -$4.87M -71,598 -72%
SM
299
Stratton Management
Pennsylvania
$1.92M -$374K -5,500 -16%
PI
300
Putnam Investments
Massachusetts
$1.89M -$126K -1,859 -6%
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