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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 %
Los Angeles Capital Management
501
Los Angeles Capital Management
California
$270K +$20.4K +300 +8%
AIA
502
Allegis Investment Advisors
Idaho
$266K +$266K +3,909 New
FHC
503
First Heartland Consultants
Missouri
$264K +$1.02K +15 +0.4%
Citadel Advisors
504
Citadel Advisors
Florida
$258K -$18.5M -272,163 -99%
IB
505
Intrust Bank
Kansas
$257K -$26.2K -385 -9%
PIM
506
Parasol Investment Management
Illinois
$257K -$22.4K -330 -8%
BCM
507
Brookstone Capital Management
Illinois
$257K +$152K +2,231 +144%
PFP
508
Pinnacle Financial Partners
Tennessee
$257K +$257K +3,769 New
BFO
509
Boston Family Office
Massachusetts
$255K +$255K +3,750 New
MBT
510
Monroe Bank & Trust
Michigan
$250K – – –
SSG
511
Summit Securities Group
New York
$248K +$248K +3,650 New
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$247K +$247K +3,635 New
Jane Street
513
Jane Street
New York
$244K -$629K -9,240 -72%
CCB
514
Cutter & Co Brokerage
Missouri
$244K -$35.4K -519 -13%
HCM
515
Howland Capital Management
Massachusetts
$243K +$243K +3,570 New
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$242K +$19.6K +288 +9%
WC
517
Whitnell & Co
Illinois
$239K – – –
AT
518
Argent Trust
Texas
$235K +$1.97K +29 +0.8%
SS
519
Simplicity Solutions
Minnesota
$227K +$227K +3,340 New
IIC
520
Ironwood Investment Counsel
Arizona
$226K – – –
IH
521
IFC Holdings
Florida
$226K +$226K +3,321 New
MSR
522
Main Street Research
Connecticut
$224K – – –
DAC
523
Dividend Assets Capital
South Carolina
$221K +$221K +3,250 New
SLG
524
Stanley-Laman Group
Pennsylvania
$216K -$12.6K -186 -6%
BA
525
Boston Advisors
Massachusetts
$216K – – –
19 20
21
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