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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
$628M
2
ACA
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.5M
4
HI
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADBIC
451
A.D. Beadell Investment Counsel
Wisconsin
$468K -$329K -4,250 -41%
CTA
452
Colonial Trust Advisors
South Carolina
$468K +$85.1K +1,100 +22%
MG
453
MDE Group
New Jersey
$467K -$9.28K -120 -2%
NAM
454
North American Management
Massachusetts
$462K -$31K -400 -6%
Bank of Nova Scotia
455
Bank of Nova Scotia
Ontario, Canada
$462K +$24.5K +316 +6%
MNBTD
456
Moody National Bank Trust Division
Texas
$458K – – –
TNAM
457
Terra Nova Asset Management
New York
$456K +$456K +5,897 New
IP
458
Investment Partners
Ohio
$455K +$537 +7 +0.1%
SAM
459
Symphony Asset Management
California
$451K -$48K -621 -10%
PIM
460
Parasol Investment Management
Illinois
$447K -$1.16K -15 -0.3%
FCI
461
Financial Counselors Inc
Kansas
$446K -$9.66K -125 -2%
BFC
462
Blue Fin Capital
Rhode Island
$436K – – –
QT
463
Quantbot Technologies
New York
$429K +$429K +5,557 New
OMCS
464
Old Mutual Customised Solutions
South Africa
$425K +$286K +3,700 +206%
CAM
465
Columbia Asset Management
Michigan
$425K +$425K +5,500 New
BWP
466
Baldwin Wealth Partners
Massachusetts
$420K -$11.6K -150 -3%
BOTW
467
Bank of the West
California
$420K – – –
NYLIM
468
New York Life Investment Management
New York
$418K -$31K -400 -7%
MA
469
Montag & Associates
Georgia
$406K – – –
DA
470
Dunvegan Associates
California
$405K – – –
DC
471
Deschaine & Company
Illinois
$401K -$51.8K -669 -11%
QI
472
QS Investors
New York
$400K +$36.8K +476 +10%
NPC
473
National Planning Corporation
California
$398K -$50.7K -712 -11%
WA
474
WFG Advisors
Texas
$398K -$34.6K -448 -8%
IB
475
Intrust Bank
Kansas
$395K +$52.3K +677 +15%
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