WELL icon

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
State Street
Massachusetts
$1.31B
2
Deutsche Bank
Deutsche Bank
Germany
$474M
3
LIMS
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$312M
3
SAMC
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
Cohen & Steers
New York
$1.41B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
376
Sentry Investment Management
Wisconsin
$860K – – –
QT
377
Quantbot Technologies
New York
$856K +$492K +7,494 +135%
DCM
378
Dynamic Capital Management
Jersey
$838K +$201K +3,064 +32%
AAM
379
Augustine Asset Management
Florida
$833K – – –
MIAN
380
Mariner Independent Advisor Network
Kansas
$827K +$133K +2,024 +19%
LP
381
LMR Partners
United Kingdom
$825K -$2.06M -31,365 -71%
AB
382
Amalgamated Bank
New York
$807K +$41.4K +630 +5%
TMAM
383
Tokio Marine Asset Management
Japan
$794K -$173K -2,630 -18%
DTL
384
Dynamic Technology Lab
Singapore
$794K +$493K +7,506 +163%
HH
385
Hilltop Holdings
Texas
$776K +$5.97K +91 +0.8%
GLRA
386
Gerald L. Ray & Associates
Texas
$771K – – –
FA
387
FDx Advisors
Illinois
$765K +$120K +1,841 +19%
AA
388
AlphaMark Advisors
Kentucky
$764K +$6.56K +100 +0.9%
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$752K +$14.2K +216 +2%
NI
390
Numeric Investors
Massachusetts
$742K +$742K +11,300 New
BCMO
391
Buckingham Capital Management (Ohio)
Ohio
$727K -$176K -2,679 -20%
WT
392
Whittier Trust
California
$724K +$26.9K +409 +4%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$720K -$9.46K -144 -1%
RFC
394
Regions Financial Corp
Alabama
$716K +$157K +2,392 +28%
BAS
395
Brown Advisory Securities
Maryland
$708K -$57.1K -870 -7%
OCG
396
Opus Capital Group
Ohio
$701K -$46K -700 -6%
PCM
397
Parsons Capital Management
Rhode Island
$697K +$5.58K +85 +0.8%
WAM
398
Wolverine Asset Management
Illinois
$694K -$543K -8,279 -44%
MERSOM
399
Municipal Employees' Retirement System of Michigan
Michigan
$683K +$13.8K +210 +2%
HF
400
HRT Financial
New York
$676K +$415K +6,321 +159%
14 15
16
17 18