WELL icon

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 %
OCG
376
Opus Capital Group
Ohio
$723K – – –
ECM
377
Element Capital Management
New York
$721K +$647K +9,553 +868%
PCM
378
Parsons Capital Management
Rhode Island
$717K -$2.03K -30 -0.3%
MERSOM
379
Municipal Employees' Retirement System of Michigan
Michigan
$713K +$8.13K +120 +1%
FIM
380
Freedom Investment Management
Connecticut
$700K +$438K +10,967 +167%
PS
381
Pensionfund Sabic
Netherlands
$694K +$271K +4,000 +64%
NCMW
382
Northern Capital Management (Wisconsin)
Wisconsin
$685K +$86.4K +1,275 +14%
NB
383
Norinchukin Bank
Japan
$679K +$14.6K +215 +2%
AAIM
384
American Assets Investment Management
California
$677K – – –
DADC
385
D.A. Davidson & Co
Montana
$667K +$20.8K +307 +3%
EWMCB
386
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$663K +$84.5K +1,248 +15%
CA
387
Commerzbank Aktiengesellschaft
Germany
$659K -$1.79M -26,392 -73%
LIA
388
LS Investment Advisors
Michigan
$655K +$28.3K +418 +5%
MMG
389
Monetary Management Group
Missouri
$642K +$220K +3,250 +52%
DPIM
390
Duff & Phelps Investment Management
Illinois
$639K – – –
BA
391
Bridgewater Associates
Connecticut
$628K +$81.3K +1,200 +15%
ECM
392
Everence Capital Management
Indiana
$621K – – –
RMCM
393
Reynders McVeigh Capital Management
Massachusetts
$603K -$546K -8,055 -47%
CS
394
Candriam SCA
Luxembourg
$602K +$148K +2,189 +33%
HSA
395
HBK Sorce Advisory
Pennsylvania
$601K +$601K +8,876 New
SCM
396
Sterneck Capital Management
Missouri
$596K +$2.03K +30 +0.3%
GH
397
GAM Holding
Switzerland
$583K +$14K +207 +2%
CC
398
ClearArc Capital
Ohio
$579K -$9.07K -134 -2%
AAM
399
Aston Asset Management
Illinois
$570K +$570K +8,418 New
ST
400
Spinnaker Trust
Maine
$565K – – –
14 15
16
17 18