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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 %
CTA
301
Chesley Taft & Associates
Illinois
$2.1M -$9.67K -125 -0.5%
RJT
302
Raymond James Trust
Florida
$2.09M +$63.3K +819 +3%
FAM
303
Fred Alger Management
New York
$2.09M – – –
SI
304
SII Investments
Wisconsin
$2.04M -$56K -724 -3%
B
305
Barings
North Carolina
$2.03M +$2.03M +26,246 New
CFN
306
Cordasco Financial Network
Florida
$2.01M +$26.5K +343 +1%
EIA
307
Edgemoor Investment Advisors
Maryland
$2M -$17.4K -225 -0.9%
AAMU
308
AEGON Asset Management (UK)
United Kingdom
$1.99M +$1.99M +25,665 New
EAM
309
EULAV Asset Management
Florida
$1.97M – – –
JWM
310
Jackson Wealth Management
Florida
$1.96M -$114K -1,477 -6%
LSERS
311
Louisiana State Employees Retirement System
Louisiana
$1.95M +$38.7K +500 +2%
OI
312
Oakbrook Investments
Illinois
$1.94M +$46.4K +600 +2%
LIA
313
LS Investment Advisors
Michigan
$1.94M +$1.23M +15,902 +174%
PC
314
Polar Capital
United Kingdom
$1.94M – – –
V
315
Veritable
Delaware
$1.92M -$2.93M -37,856 -60%
TFA
316
Transamerica Financial Advisors
Florida
$1.9M +$223K +2,885 +13%
SCM
317
Schnieders Capital Management
California
$1.89M +$225K +2,910 +14%
OC
318
Oppenheimer & Co
New York
$1.85M -$21.1K -273 -1%
FB
319
Fulton Bank
Pennsylvania
$1.85M +$63.7K +823 +4%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.82M -$64.7K -836 -3%
CNFG
321
Creegan & Nassoura Financial Group
New Hampshire
$1.8M -$54K -698 -3%
SOAMC
322
Spirit of America Management Corp
New York
$1.8M +$464K +6,000 +35%
CIP
323
Convergence Investment Partners
Florida
$1.8M +$1.8M +23,265 New
PAM
324
Panagora Asset Management
Massachusetts
$1.75M -$133K -1,718 -7%
HNB
325
Huntington National Bank
Ohio
$1.75M -$24.4K -315 -1%
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