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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 %
WCA
526
Waratah Capital Advisors
Ontario, Canada
$214K +$214K +3,150 New
UFG
527
United Fire Group
Iowa
$211K – – –
JPMPWA
528
J.P. Morgan Private Wealth Advisors
California
$211K +$211K +3,107 New
GA
529
Geneva Advisors
Illinois
$210K -$20.4K -300 -9%
MYLI
530
Meiji Yasuda Life Insurance
Japan
$204K -$109K -1,600 -35%
WF
531
Welch & Forbes
Massachusetts
$204K – – –
GF
532
Gerstein Fisher
New York
$202K – – –
GJIC
533
Gamble Jones Investment Counsel
California
$201K -$5.85K -86 -3%
AP
534
Appleton Partners
Massachusetts
$201K +$201K +2,950 New
WEC
535
Winslow Evans & Crocker
Massachusetts
$184K – – –
MA
536
MUFG Americas
New York
$181K – – –
Nuveen Asset Management
537
Nuveen Asset Management
Illinois
$163K -$58.6K -861,644 -26%
PAM
538
PartnerRe Asset Management
Connecticut
$160K -$272K -4,010 -63%
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
$157K +$157K +2,300 New
PAIA
540
Park Avenue Institutional Advisers
New York
$156K -$2.65K -39 -2%
ST
541
Smithfield Trust
Pennsylvania
$156K +$156K +2,289 New
LOAMS
542
Lombard Odier Asset Management (Switzerland)
Switzerland
$152K -$18.3M -266,559 -99%
IWM
543
Integrated Wealth Management
California
$150K +$11.7K +171 +8%
FNBT
544
FineMark National Bank & Trust
Florida
$146K +$125K +1,845 +603%
SC
545
Saturna Capital
Washington
$144K -$1.04M -15,233 -88%
WIC
546
Woodmont Investment Counsel
Tennessee
$140K +$18.7K +275 +15%
EAM
547
Eventide Asset Management
Massachusetts
$136K +$129K +1,900 +1,900%
PCM
548
Penserra Capital Management
California
$132K +$132K +1,941 New
AFP
549
Ausdal Financial Partners
Iowa
$126K +$126K +1,857 New
PVH
550
Psagot Value Holdings
Israel
$122K – – –
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22
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