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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 %
AAIM
401
American Assets Investment Management
California
$680K – – –
AB
402
Amalgamated Bank
New York
$671K -$194K -2,849 -22%
WT
403
Whittier Trust
California
$670K +$602K +8,847 +885%
FIM
404
Freedom Investment Management
Connecticut
$669K -$524K -7,702 -44%
LIA
405
LS Investment Advisors
Michigan
$669K +$11K +162 +2%
NL
406
NWAM LLC
Washington
$666K +$666K +9,785 New
CB
407
Chemical Bank
Michigan
$630K +$119K +1,750 +23%
1GA
408
1st Global Advisors
Texas
$620K -$158K -2,324 -20%
BAS
409
Brown Advisory Securities
Maryland
$604K -$133K -1,950 -18%
AAM
410
Aston Asset Management
Illinois
$603K +$30.4K +447 +5%
RMCM
411
Reynders McVeigh Capital Management
Massachusetts
$599K -$6.8K -100 -1%
TWI
412
Thomas White International
Illinois
$599K +$265K +3,900 +80%
ACS
413
Archford Capital Strategies
Illinois
$593K +$340K +4,649 +134%
CC
414
ClearArc Capital
Ohio
$589K +$7.41K +109 +1%
GT
415
Glenmede Trust
Pennsylvania
$583K +$16.2K +239 +3%
ECM
416
ETrade Capital Management
Virginia
$583K +$171K +2,514 +41%
CS
417
Candriam SCA
Luxembourg
$582K -$22.9K -337 -4%
PWW
418
Pettyjohn Wood & White
Virginia
$577K +$40.9K +600 +8%
PP
419
Prudential plc
United Kingdom
$558K +$558K +8,200 New
RFC
420
Regions Financial Corp
Alabama
$553K +$553K +8,125 New
RCAG
421
Rehmann Capital Advisory Group
Michigan
$552K +$2.52K +37 +0.5%
FMBTD
422
First Midwest Bank Trust Division
Illinois
$541K +$817 +12 +0.2%
CI
423
Conning Inc
Connecticut
$538K -$319K -4,682 -37%
CI
424
Constellation Investments
Ohio
$531K +$13.6K +200 +3%
CFG
425
CNO Financial Group
Indiana
$527K – – –
15 16
17
18 19