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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
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
476
HighPoint Advisor Group
Illinois
$277K +$277K +4,090 New
W
477
Wealthfront
California
$275K +$39.5K +583 +17%
AP
478
Advisor Partners
California
$274K +$274K +4,043 New
QI
479
Quotient Investors
New York
$270K -$415K -6,119 -61%
NFG
480
Next Financial Group
Texas
$270K +$5.95K +88 +2%
BFM
481
Boothbay Fund Management
New York
$265K +$265K +3,916 New
HF
482
HRT Financial
New York
$263K -$434K -6,416 -62%
FHC
483
First Heartland Consultants
Missouri
$261K +$6.9K +102 +3%
VAM
484
Verity Asset Management
North Carolina
$259K +$259K +3,820 New
MBT
485
Monroe Bank & Trust
Michigan
$248K – – –
Los Angeles Capital Management
486
Los Angeles Capital Management
California
$248K – – –
PFBT
487
Parkside Financial Bank & Trust
Missouri
$245K -$38.8K -573 -14%
CK
488
Carnick & Kubik
Colorado
$244K +$244K +3,925 New
NDSI
489
Newman Dignan & Sheerar Inc
Rhode Island
$240K +$3.38K +50 +1%
WC
490
Whitnell & Co
Illinois
$238K – – –
ACS
491
Archford Capital Strategies
Illinois
$235K +$44.1K +651 +23%
SFG
492
SNS Financial Group
Minnesota
$234K -$21.1K -312 -8%
AT
493
Argent Trust
Texas
$232K +$20.4K +301 +10%
GA
494
Geneva Advisors
Illinois
$230K +$10.2K +150 +5%
SLG
495
Stanley-Laman Group
Pennsylvania
$228K +$6.77K +100 +3%
SGH
496
Schonfeld Group Holdings
New York
$222K +$222K +3,300 New
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$221K +$221K +3,262 New
Nuveen Asset Management
498
Nuveen Asset Management
Illinois
$221K +$43K +635,435 +24%
IIC
499
Ironwood Investment Counsel
Arizona
$220K – – –
MC
500
Moors & Cabot
Massachusetts
$218K +$6.81K +100 +3%
18 19
20
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