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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 %
FCBT
501
First Citizens Bank & Trust
North Carolina
$217K -$21.4K -315 -9%
BA
502
Boston Advisors
Massachusetts
$215K – – –
MSR
503
Main Street Research
Connecticut
$214K -$4.08M -62,930 -95%
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$212K +$212K +3,225 New
PP
505
Paloma Partners
Connecticut
$209K -$86.6K -1,279 -29%
GJIC
506
Gamble Jones Investment Counsel
California
$206K -$6.17K -91 -3%
UFG
507
United Fire Group
Iowa
$204K +$204K +3,100 New
CFG
508
CNO Financial Group
Indiana
$204K +$154K +5,837 +306%
WF
509
Welch & Forbes
Massachusetts
$203K -$33.8K -500 -14%
GF
510
Gerstein Fisher
New York
$201K +$201K +2,967 New
Twin Tree Management
511
Twin Tree Management
Texas
$200K +$200K +2,948 New
NYLIM
512
New York Life Investment Management
New York
$190K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$183K -$4.47K -66 -2%
MA
514
MUFG Americas
New York
$181K -$23.8K -350 -12%
PAIA
515
Park Avenue Institutional Advisers
New York
$158K -$1.49K -22 -0.9%
RIA
516
Regal Investment Advisors
Michigan
$143K +$11.3K +167 +9%
GLI
517
Guardian Life Insurance
New York
$139K +$35.1K +520 +34%
IWM
518
Integrated Wealth Management
California
$137K +$15.4K +228 +13%
SF
519
Synovus Financial
Georgia
$136K +$44.3K +654 +48%
PVH
520
Psagot Value Holdings
Israel
$122K -$47.4K -700 -28%
WIC
521
Woodmont Investment Counsel
Tennessee
$121K – – –
LNB
522
Ledyard National Bank
$120K – – –
PR
523
Payden & Rygel
California
$115K – – –
BBHC
524
Brown Brothers Harriman & Co
New York
$114K +$53.3K +788 +88%
Bessemer Group
525
Bessemer Group
New Jersey
$110K +$473 +7 +0.4%
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