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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 %
PL
451
Parkwood LLC
Ohio
$337K – – –
TWI
452
Thomas White International
Illinois
$332K – – –
FBFS
453
First Business Financial Services
Wisconsin
$327K +$1.08K +16 +0.3%
IHL
454
Investment House LLC
California
$318K – – –
DDC
455
DF Dent & Co
Maryland
$316K +$8.18K +121 +3%
GVT
456
Genesee Valley Trust
New York
$315K +$2.03K +30 +0.6%
MYLI
457
Meiji Yasuda Life Insurance
Japan
$312K +$312K +4,600 New
WS
458
Wedbush Securities
California
$311K +$61.3K +905 +25%
EWM
459
Evermay Wealth Management
Virginia
$308K – – –
BJL
460
Brighton Jones LLC
Washington
$306K +$5.14K +76 +2%
TAM
461
Trillium Asset Management
Massachusetts
$302K – – –
AWA
462
ARS Wealth Advisors
Florida
$301K +$301K +4,438 New
OWD
463
Osborn Williams & Donohoe
Ohio
$298K -$6.77K -100 -2%
WCM
464
Washington Capital Management
Washington
$298K – – –
DWT
465
Dorsey & Whitney Trust
South Dakota
$292K +$292K +4,320 New
SI
466
SII Investments
Wisconsin
$288K -$1.35M -19,761 -82%
IB
467
Intrust Bank
Kansas
$282K -$66.6K -981 -19%
ADBIC
468
A.D. Beadell Investment Counsel
Wisconsin
$281K – – –
FWM
469
Focused Wealth Management
New York
$280K +$1.76K +26 +0.6%
LIM
470
Leavell Investment Management
Alabama
$280K +$16.9K +250 +6%
PIM
471
Parasol Investment Management
Illinois
$278K -$113K -1,665 -29%
ALA
472
Atherton Lane Advisers
California
$278K – – –
CCB
473
Cutter & Co Brokerage
Missouri
$278K +$54.9K +809 +25%
CCA
474
Checchi Capital Advisers
California
$277K +$5.08K +75 +2%
SRSA
475
S.R. Schill & Associates
Washington
$277K +$32.1K +473 +13%
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