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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 %
ONB
376
Old National Bancorp
Indiana
$897K +$897K +13,185 New
MC
377
Miles Capital
Iowa
$896K +$896K +13,170 New
TNBTD
378
Trustmark National Bank Trust Department
Mississippi
$894K +$36.7K +539 +4%
Robeco Institutional Asset Management
379
Robeco Institutional Asset Management
Netherlands
$887K – – –
AA
380
AlphaMark Advisors
Kentucky
$880K +$24.2K +356 +3%
AAM
381
Augustine Asset Management
Florida
$863K – – –
DekaBank Deutsche Girozentrale
382
DekaBank Deutsche Girozentrale
Germany
$836K +$759K +11,092 +983%
GLRA
383
Gerald L. Ray & Associates
Texas
$833K +$34K +500 +4%
CBOA
384
Commonwealth Bank of Australia
Australia
$798K -$554K -8,166 -41%
WI
385
WrapManager Inc
California
$797K +$797K +11,719 New
HH
386
Hilltop Holdings
Texas
$787K +$787K +11,579 New
Jones Financial Companies
387
Jones Financial Companies
Missouri
$786K +$786K +11,544 New
ICAS
388
Investors Capital Advisory Services
Massachusetts
$770K -$239K -3,519 -24%
FP
389
FDO Partners
Massachusetts
$765K +$765K +11,238 New
SPC
390
Sigma Planning Corp
Michigan
$753K +$27.1K +399 +4%
FIM
391
Friedberg Investment Management
Texas
$742K -$1.59M -23,410 -68%
OCG
392
Opus Capital Group
Ohio
$739K +$13.3K +195 +2%
Toronto Dominion Bank
393
Toronto Dominion Bank
Ontario, Canada
$738K -$24.3K -357 -3%
TMAM
394
Tokio Marine Asset Management
Japan
$728K -$83.9K -1,234 -10%
PCM
395
Parsons Capital Management
Rhode Island
$723K +$2.04K +30 +0.3%
MERSOM
396
Municipal Employees' Retirement System of Michigan
Michigan
$722K +$5.44K +80 +0.8%
WPP
397
Whalerock Point Partners
Rhode Island
$714K -$322K -4,740 -31%
DADC
398
D.A. Davidson & Co
Montana
$694K +$24.6K +362 +4%
GBT
399
Grove Bank & Trust
Florida
$682K +$682K +10,020 New
BPC
400
Banque Pictet & Cie
Switzerland
$682K +$682K +10,025 New
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16
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