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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
451
Gilman Hill Asset Management
Connecticut
$409K +$5.25K +80 +1%
Bank of Nova Scotia
452
Bank of Nova Scotia
Ontario, Canada
$407K +$15.1K +230 +4%
FC
453
Forte Capital
New York
$403K -$135K -2,050 -25%
CTA
454
Colonial Trust Advisors
South Carolina
$397K – – –
IP
455
Investment Partners
Ohio
$390K +$394 +6 +0.1%
MNBTD
456
Moody National Bank Trust Division
Texas
$389K – – –
NPC
457
National Planning Corporation
California
$388K +$9.42K +139 +2%
SAM
458
Symphony Asset Management
California
$381K -$2.5K -38 -0.7%
PIM
459
Parasol Investment Management
Illinois
$379K – – –
QI
460
QS Investors
New York
$375K +$35.4K +539 +10%
BFC
461
Blue Fin Capital
Rhode Island
$369K – – –
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$363K -$176K -2,675 -33%
OMCS
463
Old Mutual Customised Solutions
South Africa
$361K – – –
CAM
464
Columbia Asset Management
Michigan
$360K – – –
NAM
465
North American Management
Massachusetts
$359K -$32.8K -500 -8%
BOTW
466
Bank of the West
California
$357K – – –
BWP
467
Baldwin Wealth Partners
Massachusetts
$353K -$3.28K -50 -0.9%
Mackenzie Financial
468
Mackenzie Financial
Ontario, Canada
$351K +$54.7K +834 +18%
WA
469
WFG Advisors
Texas
$348K +$10.2K +156 +3%
MA
470
Montag & Associates
Georgia
$345K – – –
IB
471
Intrust Bank
Kansas
$337K +$1.77K +27 +0.5%
DC
472
Deschaine & Company
Illinois
$333K -$6.55K -100 -2%
PL
473
Parkwood LLC
Ohio
$326K +$6.82K +104 +2%
ECM
474
ETrade Capital Management
Virginia
$323K +$67.2K +1,024 +26%
TWI
475
Thomas White International
Illinois
$322K – – –
17 18
19
20 21