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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 %
MM
326
Midas Management
New York
$1.53M – – –
B
327
Barings
North Carolina
$1.52M – – –
FWIA
328
Fort Washington Investment Advisors
Ohio
$1.52M – – –
MBA
329
McQueen Ball & Associates
Pennsylvania
$1.52M +$1.52M +22,346 New
MFS
330
MSI Financial Services
Massachusetts
$1.51M +$1.07M +15,708 +242%
TCM
331
Telos Capital Management
California
$1.51M +$92.2K +1,355 +7%
ST
332
Spinnaker Trust
Maine
$1.47M +$907K +13,330 +160%
SCM
333
Stevens Capital Management
Pennsylvania
$1.47M +$1.47M +21,540 New
GBA
334
Garrison Bradford & Associates
New York
$1.46M – – –
LWAC
335
Laurel Wealth Advisors (California)
California
$1.46M +$1.46M +21,474 New
TAF
336
Tredje AP-fonden
Sweden
$1.45M +$50.1K +736 +4%
BHC
337
Bowen Hanes & Co
Florida
$1.41M +$55.8K +820 +4%
LMGAM
338
Liberty Mutual Group Asset Management
Massachusetts
$1.41M +$1.41M +20,667 New
WAM
339
Wolverine Asset Management
Illinois
$1.39M +$615K +9,042 +79%
LNC
340
Lincoln National Corp
Pennsylvania
$1.38M +$92.1K +1,352 +7%
CAN
341
Cetera Advisor Networks
California
$1.37M +$128K +1,872 +10%
CB
342
Commerce Bank
Missouri
$1.37M +$9.45K +139 +0.7%
LCM
343
Liberty Capital Management
Michigan
$1.35M -$22.1K -325 -2%
BRWA
344
B. Riley Wealth Advisors
Florida
$1.35M -$17K -249 -1%
OI
345
Oakbrook Investments
Illinois
$1.32M -$170K -2,500 -11%
HNB
346
Huntington National Bank
Ohio
$1.32M +$6.67K +98 +0.5%
Creative Planning
347
Creative Planning
Kansas
$1.31M +$12.5K +184 +1%
EVM
348
Eaton Vance Management
Massachusetts
$1.3M +$255K +3,754 +25%
ISL
349
Ingalls & Snyder LLC
New York
$1.29M -$20.4K -300 -2%
Brown Advisory
350
Brown Advisory
Maryland
$1.26M +$33.4K +491 +3%
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