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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 %
GC
326
Globeflex Capital
California
$1.3M +$1.3M +19,231 New
ISL
327
Ingalls & Snyder LLC
New York
$1.3M +$16.9K +250 +1%
Creative Planning
328
Creative Planning
Kansas
$1.29M +$47.9K +708 +4%
LNC
329
Lincoln National Corp
Pennsylvania
$1.29M +$52.1K +763 +4%
CAN
330
Cetera Advisor Networks
California
$1.24M +$139K +2,055 +13%
CIBC World Market
331
CIBC World Market
Ontario, Canada
$1.23M -$289K -4,271 -19%
HighTower Advisors
332
HighTower Advisors
Illinois
$1.22M +$63.2K +935 +5%
WC
333
Whitney & Co
New York
$1.22M +$6.77K +100 +0.6%
Brown Advisory
334
Brown Advisory
Maryland
$1.22M -$812K -11,991 -40%
AWS
335
Aris Wealth Services
Pennsylvania
$1.2M -$28.4K -420 -2%
CS
336
Credit Suisse
Switzerland
$1.19M -$70.8M -1,046,384 -98%
VAM
337
Visium Asset Management
New York
$1.19M +$946K +13,965 +395%
Jennison Associates
338
Jennison Associates
New York
$1.18M +$1.18M +17,471 New
SC
339
Saturna Capital
Washington
$1.18M -$58.5K -864 -5%
PAM
340
Panagora Asset Management
Massachusetts
$1.15M -$542K -8,007 -32%
VKH
341
Virtu KCG Holdings
New York
$1.15M -$83.2K -1,229 -7%
GHA
342
Garcia Hamilton & Associates
Texas
$1.14M +$1.14M +16,799 New
FAAS
343
First Allied Advisory Services
California
$1.13M -$42.4K -626 -4%
MCM
344
Maple Capital Management
Vermont
$1.13M -$44K -650 -4%
BF
345
BOK Financial
Oklahoma
$1.11M +$24K +355 +2%
Two Sigma Investments
346
Two Sigma Investments
New York
$1.11M +$1.11M +16,340 New
KCMRT
347
Kemper Corp Master Retirement Trust
Illinois
$1.06M +$102K +1,500 +11%
EVM
348
Eaton Vance Management
Massachusetts
$1.04M +$120K +1,776 +13%
WPP
349
Whalerock Point Partners
Rhode Island
$1.03M +$13.5K +200 +1%
ICAS
350
Investors Capital Advisory Services
Massachusetts
$1.01M +$21.6K +319 +2%
12 13
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