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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
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
551
Cornerstone Advisors (Washington)
Washington
$34K +$16.3K +243 +92%
HCM
552
Highlander Capital Management
New Jersey
$33K – – –
JIC
553
Joel Isaacson & Co
New York
$31K +$6.84K +100 +28%
MCM
554
MV Capital Management
Maryland
$31K +$31K +460 New
AA
555
ALPS Advisors
Colorado
$30K +$271 +400 +0.9%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$7.84K +117 +35%
BC
557
Bartlett & Co
Ohio
$30K +$17K +250 +132%
EWM
558
Evercore Wealth Management
New York
$23K -$38.1K -563 -62%
LWCFA
559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
IWC
560
Integrated Wealth Counsel
California
$22K – – –
Manulife (Manufacturers Life Insurance)
561
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K -$2.94K -43,339 -12%
FNBT
562
FineMark National Bank & Trust
Florida
$21K -$140K -2,033 -87%
DSC
563
Duncker Streett & Co
Missouri
$20K +$4.67K +70 +30%
AWM
564
Avior Wealth Management
Nebraska
$20K +$20K +300 New
CGT
565
Capital Guardian Trust
California
$20K +$20K +300 New
TDC
566
Thompson Davis & Co
Virginia
$18K +$15.3K +1,688 +565%
ECM
567
Estabrook Capital Management
New York
$16.9K – – –
CPIG
568
Chicago Partners Investment Group
Illinois
$15K – – –
TSU
569
TD Securities (USA)
New York
$14K -$9.89M -141,965 -100%
VIA
570
Vantage Investment Advisors
Pennsylvania
$14K +$14K +200 New
GWM
571
Gupta Wealth Management
California
$13K -$5.91K -85 -31%
NSIM
572
North Star Investment Management
Illinois
$13K +$68 +1 +0.5%
First Manhattan
573
First Manhattan
New York
$12K – – –
MGIA
574
Moneta Group Investment Advisors
Missouri
$12K +$12K +175 New
FAM
575
Formidable Asset Management
Ohio
$12K +$12K +180 New
21 22
23
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