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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 %
WC
351
Whitney & Co
New York
$1.23M – – –
WTC
352
WhitTier Trust Company
Nevada
$1.22M +$1.22M +17,951 New
GH
353
GAM Holding
Switzerland
$1.2M +$616K +9,051 +105%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$1.18M -$55.7K -818 -4%
SOAMC
355
Spirit of America Management Corp
New York
$1.18M -$497K -7,300 -30%
MYAM
356
Meiji Yasuda Asset Management
Japan
$1.18M -$131K -1,930 -10%
KCMRT
357
Kemper Corp Master Retirement Trust
Illinois
$1.14M +$71.4K +1,050 +7%
VF
358
Virtu Financial
New York
$1.12M +$1.12M +16,411 New
MMG
359
Monetary Management Group
Missouri
$1.11M +$467K +6,865 +72%
MCM
360
Maple Capital Management
Vermont
$1.1M -$30.6K -450 -3%
ED
361
Exane Derivatives
France
$1.09M +$1.09M +16,024 New
GL
362
GLG LLC
New York
$1.07M +$1.07M +15,789 New
BF
363
BOK Financial
Oklahoma
$1.07M -$41K -603 -4%
CFN
364
Cordasco Financial Network
Florida
$1.06M -$392K -5,770 -27%
PAM
365
Panagora Asset Management
Massachusetts
$1.05M -$106K -1,559 -9%
KT
366
Kanaly Trust
Texas
$1.04M +$1.04M +15,321 New
BCM
367
BTR Capital Management
California
$962K +$91.8K +1,350 +11%
WDA
368
Wendell David Associates
New Hampshire
$933K +$376K +5,527 +67%
FAAS
369
First Allied Advisory Services
California
$930K -$198K -2,933 -18%
QT
370
Quantbot Technologies
New York
$925K +$88.3K +1,298 +11%
CWM
371
Calamos Wealth Management
Illinois
$922K -$808K -11,877 -47%
ECM
372
Element Capital Management
New York
$917K +$192K +2,830 +27%
BO
373
BRR OpCo
Ohio
$911K -$90.1K -1,325 -9%
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$902K +$102K +1,498 +13%
PS
375
Pensionfund Sabic
Netherlands
$901K +$204K +3,000 +29%
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