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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 %
GT
401
Glenmede Trust
Pennsylvania
$564K -$45K -665 -7%
CSS
402
Cubist Systematic Strategies
Connecticut
$558K -$592K -8,736 -51%
WDA
403
Wendell David Associates
New Hampshire
$558K – – –
ARMC
404
American Research & Management Company
Massachusetts
$558K +$135K +2,000 +32%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$547K +$547K +8,072 New
FMBTD
406
First Midwest Bank Trust Division
Illinois
$538K +$16.3K +240 +3%
PWW
407
Pettyjohn Wood & White
Virginia
$533K – – –
TNAM
408
Terra Nova Asset Management
New York
$523K -$19.1K -282 -4%
CI
409
Constellation Investments
Ohio
$515K +$6.78K +100 +1%
CIC
410
Carnegie Investment Counsel
Ohio
$515K +$18K +264 +4%
SC
411
Scotia Capital
Ontario, Canada
$515K +$515K +7,601 New
CB
412
Chemical Bank
Michigan
$509K -$4.74K -70 -0.9%
JIC
413
Johnson Investment Counsel
Ohio
$505K -$12K -179 -2%
GC
414
Guardian Capital
Ontario, Canada
$499K – – –
FCI
415
Financial Counselors Inc
Kansas
$498K +$4.51K +67 +0.9%
EOJOAM
416
E. Ohman J:or Asset Management
Sweden
$494K +$494K +7,300 New
LCOV
417
London Company of Virginia
Virginia
$488K -$53.1K -785 -10%
DCM
418
Decade Capital Management
New York
$488K +$488K +7,206 New
BCMO
419
Buckingham Capital Management (Ohio)
Ohio
$485K -$262K -3,876 -35%
NIT
420
NumerixS Investment Technologies
British Columbia, Canada
$481K -$422K -6,260 -47%
OMCS
421
Old Mutual Customised Solutions
South Africa
$481K +$108K +1,600 +29%
ANRIA
422
American National Registered Investment Advisor
Texas
$479K – – –
AIP
423
Ameritas Investment Partners
Nebraska
$445K – – –
FA
424
FDx Advisors
Illinois
$441K -$354K -5,223 -44%
LA
425
LVW Advisors
New York
$441K -$428K – –
15 16
17
18 19