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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 %
MCM
476
Murphy Capital Management
New Jersey
$317K -$262K -3,988 -45%
MFS
477
MSI Financial Services
Massachusetts
$317K +$13.1K +199 +4%
FBFS
478
First Business Financial Services
Wisconsin
$316K +$316K +4,809 New
IHL
479
Investment House LLC
California
$308K – – –
OWD
480
Osborn Williams & Donohoe
Ohio
$305K -$3.39K -50 -1%
Verition Fund Management
481
Verition Fund Management
Connecticut
$305K +$43.6K +663 +17%
GVT
482
Genesee Valley Trust
New York
$303K -$13.4K -205 -4%
DDC
483
DF Dent & Co
Maryland
$299K +$84K +1,278 +39%
EWM
484
Evermay Wealth Management
Virginia
$298K – – –
CEP
485
Chicago Equity Partners
Illinois
$297K -$9.85K -150 -3%
TAM
486
Trillium Asset Management
Massachusetts
$293K – – –
BJL
487
Brighton Jones LLC
Washington
$292K -$3.29K -50 -1%
WCM
488
Washington Capital Management
Washington
$289K – – –
PP
489
Paloma Partners
Connecticut
$286K -$3.72M -56,745 -93%
ACM
490
Alethea Capital Management
Washington
$284K +$284K +4,321 New
BSA
491
Braun Stacey Associates
New York
$282K +$98.4K +1,500 +54%
HCM
492
Howland Capital Management
Massachusetts
$278K – – –
HIM
493
Hermes Investment Management
United Kingdom
$276K +$276K +4,200 New
PFBT
494
Parkside Financial Bank & Trust
Missouri
$275K -$3.81K -58 -1%
ADBIC
495
A.D. Beadell Investment Counsel
Wisconsin
$272K -$125K -1,900 -31%
FWM
496
Focused Wealth Management
New York
$270K +$1.58K +24 +0.6%
ALA
497
Atherton Lane Advisers
California
$269K – – –
CCA
498
Checchi Capital Advisers
California
$264K +$18.9K +288 +8%
NFG
499
Next Financial Group
Texas
$256K -$66.4K -1,013 -21%
IIC
500
Ironwood Investment Counsel
Arizona
$255K – – –
18 19
20
21 22