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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
Bank of America
North Carolina
$268M
3
LIMS
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.3M
2
Invesco
Invesco
Georgia
$382M
3
Cohen & Steers
Cohen & Steers
New York
$1.32B
4
SAMC
Shinko Asset Management Company
Japan
$339M
5
CS
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Schnieders Capital Management
California
$1.57M -$175K -2,590 -10%
PA
302
Profund Advisors
Maryland
$1.57M -$185K -2,731 -11%
Loomis, Sayles & Company
303
Loomis, Sayles & Company
Massachusetts
$1.56M +$1.56M +23,000 New
CNFG
304
Creegan & Nassoura Financial Group
New Hampshire
$1.56M -$10.2K -150 -0.6%
SAM
305
Silvercrest Asset Management
New York
$1.55M – – –
JWM
306
Jackson Wealth Management
Florida
$1.54M -$98.8K -1,459 -6%
COPPSERS
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.53M -$1.14M -16,810 -43%
MM
308
Midas Management
New York
$1.52M – – –
B
309
Barings
North Carolina
$1.51M -$176K -2,600 -10%
FWIA
310
Fort Washington Investment Advisors
Ohio
$1.51M +$325K +4,800 +27%
DnB Asset Management
311
DnB Asset Management
Norway
$1.48M – – –
OI
312
Oakbrook Investments
Illinois
$1.48M +$16.9K +250 +1%
GBA
313
Garrison Bradford & Associates
New York
$1.46M +$67.7K +1,000 +5%
CFN
314
Cordasco Financial Network
Florida
$1.45M -$154K -2,271 -10%
TCM
315
Telos Capital Management
California
$1.41M +$108K +1,595 +8%
VNA
316
Valley National Advisers
Pennsylvania
$1.4M +$57.4K +848 +4%
TAF
317
Tredje AP-fonden
Sweden
$1.4M -$158K -2,330 -10%
LCM
318
Liberty Capital Management
Michigan
$1.37M -$55.9K -825 -4%
BRWA
319
B. Riley Wealth Advisors
Florida
$1.36M +$126K +1,859 +10%
CB
320
Commerce Bank
Missouri
$1.35M -$67.4K -995 -5%
CRM
321
Cramer Rosenthal McGlynn
Connecticut
$1.35M – – –
BHC
322
Bowen Hanes & Co
Florida
$1.35M +$435K +6,425 +47%
CBOA
323
Commonwealth Bank of Australia
Australia
$1.35M -$93.8K -1,385 -6%
HNB
324
Huntington National Bank
Ohio
$1.3M -$240K -3,543 -16%
MYAM
325
Meiji Yasuda Asset Management
Japan
$1.3M +$235K +3,470 +22%
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