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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 %
PA
301
Profund Advisors
Maryland
$1.7M -$453K -6,905 -21%
SCM
302
Schnieders Capital Management
California
$1.69M +$86K +1,310 +5%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$1.68M +$26.3K +400 +2%
EAM
304
EULAV Asset Management
Florida
$1.67M – – –
EIA
305
Edgemoor Investment Advisors
Maryland
$1.65M -$49.8K -759 -3%
PAM
306
Panagora Asset Management
Massachusetts
$1.64M +$154K +2,347 +10%
PC
307
Polar Capital
United Kingdom
$1.64M – – –
B
308
Barings
North Carolina
$1.64M -$85.3K -1,300 -5%
SOAMC
309
Spirit of America Management Corp
New York
$1.61M +$85.3K +1,300 +6%
PAM
310
Princeton Alpha Management
New Jersey
$1.61M +$1.61M +24,490 New
FB
311
Fulton Bank
Pennsylvania
$1.6M +$27.9K +425 +2%
JWM
312
Jackson Wealth Management
Florida
$1.59M -$76.2K -1,159 -5%
CWM
313
Calamos Wealth Management
Illinois
$1.58M +$221K +3,360 +16%
SI
314
SII Investments
Wisconsin
$1.58M -$161K -2,447 -9%
KRS
315
Kentucky Retirement Systems
Kentucky
$1.56M +$10.8K +164 +0.7%
CFN
316
Cordasco Financial Network
Florida
$1.55M -$150K -2,291 -9%
V
317
Veritable
Delaware
$1.54M -$89K -1,356 -5%
CNFG
318
Creegan & Nassoura Financial Group
New Hampshire
$1.52M -$12.9K -197 -0.8%
SAM
319
Silvercrest Asset Management
New York
$1.51M +$30.9K +471 +2%
TAF
320
Tredje AP-fonden
Sweden
$1.51M +$1.51M +22,952 New
HNB
321
Huntington National Bank
Ohio
$1.5M +$10.9K +166 +0.7%
MM
322
Midas Management
New York
$1.48M – – –
CIBC World Market
323
CIBC World Market
Ontario, Canada
$1.47M -$490K -7,469 -25%
DnB Asset Management
324
DnB Asset Management
Norway
$1.44M +$105K +1,600 +8%
WKWM
325
Walter & Keenan Wealth Management
Indiana
$1.42M – – –
11 12
13
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