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

Top Sellers

1
Invesco
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$312M
3
SAMC
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
Cohen & Steers
New York
$1.41B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
501
Leavell Investment Management
Alabama
$255K +$6.55K +100 +3%
WA
502
WESPAC Advisors
California
$250K – – –
SFG
503
SNS Financial Group
Minnesota
$247K -$16.8K -257 -6%
EAMA
504
EFG Asset Management (Americas)
Florida
$245K -$110K -1,569 -31%
WS
505
Wedbush Securities
California
$242K -$167K -2,548 -41%
MBT
506
Monroe Bank & Trust
Michigan
$241K – – –
Los Angeles Capital Management
507
Los Angeles Capital Management
California
$240K -$5.32M -81,222 -96%
PFP
508
Pinnacle Financial Partners
Tennessee
$239K -$5.99K -91 -2%
SRSA
509
S.R. Schill & Associates
Washington
$237K – – –
VFS
510
VSR Financial Services
Kansas
$232K -$592 -9 -0.3%
VAM
511
Visium Asset Management
New York
$232K +$232K +3,535 New
FCBT
512
First Citizens Bank & Trust
North Carolina
$231K +$31.7K +482 +16%
WC
513
Whitnell & Co
Illinois
$230K -$5.24K -80 -2%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$230K -$3.29K -50 -1%
WF
515
Welch & Forbes
Massachusetts
$229K – – –
W
516
Wealthfront
California
$228K -$29.9K -455 -12%
CCB
517
Cutter & Co Brokerage
Missouri
$216K -$31.3K -476 -13%
SLG
518
Stanley-Laman Group
Pennsylvania
$214K – – –
GA
519
Geneva Advisors
Illinois
$213K +$213K +3,243 New
BA
520
Boston Advisors
Massachusetts
$208K – – –
MCWS
521
McKinley Carter Wealth Services
West Virginia
$208K +$208K +3,169 New
AT
522
Argent Trust
Texas
$205K -$3.28K -50 -2%
GJIC
523
Gamble Jones Investment Counsel
California
$205K +$7.86K +120 +4%
MC
524
Moors & Cabot
Massachusetts
$204K -$32.9K -500 -14%
MA
525
MUFG Americas
New York
$198K – – –
19 20
21
22 23