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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
476
Amica Retiree Medical Trust
Rhode Island
$322K +$322K +4,727 New
QI
477
Quotient Investors
New York
$320K +$49K +719 +18%
FCBT
478
First Citizens Bank & Trust
North Carolina
$315K +$97.2K +1,427 +45%
HAG
479
HighPoint Advisor Group
Illinois
$314K +$37K +547 +13%
WS
480
Wedbush Securities
California
$310K -$2.25K -33 -0.7%
LIM
481
Leavell Investment Management
Alabama
$308K +$26.5K +390 +9%
HIM
482
Hermes Investment Management
United Kingdom
$306K +$306K +4,502 New
DWT
483
Dorsey & Whitney Trust
South Dakota
$305K +$10.9K +160 +4%
SBIA
484
Sheaff Brock Investment Advisors
Indiana
$305K +$305K +4,484 New
BJL
485
Brighton Jones LLC
Washington
$303K -$4.35K -64 -1%
TAM
486
Trillium Asset Management
Massachusetts
$303K – – –
AWA
487
ARS Wealth Advisors
Florida
$302K – – –
CCA
488
Checchi Capital Advisers
California
$301K +$22.7K +333 +8%
OWD
489
Osborn Williams & Donohoe
Ohio
$299K – – –
WCM
490
Washington Capital Management
Washington
$299K – – –
GVT
491
Genesee Valley Trust
New York
$295K -$21.1K -310 -7%
FWM
492
Focused Wealth Management
New York
$284K +$1.98K +29 +0.7%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$283K +$37.1K +546 +15%
ADBIC
494
A.D. Beadell Investment Counsel
Wisconsin
$282K – – –
EWM
495
Evermay Wealth Management
Virginia
$279K -$30.6K -450 -10%
ALA
496
Atherton Lane Advisers
California
$279K – – –
SRSA
497
S.R. Schill & Associates
Washington
$278K – – –
ST
498
Semper Trust
Pennsylvania
$276K +$276K +4,050 New
GCP
499
GSA Capital Partners
United Kingdom
$275K +$275K +4,036 New
NFG
500
Next Financial Group
Texas
$271K – – –
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20
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