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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 %
NCMW
426
Northern Capital Management (Wisconsin)
Wisconsin
$525K -$163K -2,400 -24%
FCI
427
Financial Counselors Inc
Kansas
$517K +$13.6K +200 +3%
SC
428
Scotia Capital
Ontario, Canada
$514K – – –
EA
429
Euclid Advisors
Connecticut
$512K +$512K +7,530 New
JIC
430
Johnson Investment Counsel
Ohio
$510K – – –
PRCM
431
Pine River Capital Management
Minnesota
$503K +$503K +7,400 New
EOJOAM
432
E. Ohman J:or Asset Management
Sweden
$497K – – –
ARMC
433
American Research & Management Company
Massachusetts
$493K -$68K -1,000 -12%
TA
434
TMD & Associates
Arizona
$493K +$493K +7,252 New
SGCA
435
Steel Grove Capital Advisors
Tennessee
$484K +$484K +7,114 New
OMCS
436
Old Mutual Customised Solutions
South Africa
$483K – – –
ANRIA
437
American National Registered Investment Advisor
Texas
$481K – – –
NPC
438
National Planning Corporation
California
$472K +$79.2K +1,255 +20%
CIC
439
Carnegie Investment Counsel
Ohio
$470K – – –
QI
440
QS Investors
New York
$469K +$469K +6,898 New
LCOV
441
London Company of Virginia
Virginia
$461K -$29.6K -435 -6%
OIM
442
Orca Investment Management
Oregon
$457K +$16.7K +245 +4%
TNAM
443
Terra Nova Asset Management
New York
$454K -$72K -1,058 -14%
Pacer Advisors
444
Pacer Advisors
Pennsylvania
$453K +$453K +6,652 New
PL
445
Parkwood LLC
Ohio
$451K +$113K +1,663 +33%
CL
446
CPWM LLC
Washington
$449K +$28.2K +415 +7%
AIP
447
Ameritas Investment Partners
Nebraska
$447K – – –
Bank of Nova Scotia
448
Bank of Nova Scotia
Ontario, Canada
$445K +$2.72K +40 +0.6%
ABC
449
Associated Banc-Corp
Wisconsin
$429K – – –
PWAG
450
Polaris Wealth Advisory Group
California
$425K +$425K +6,244 New
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