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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.

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 Market Value Shares Shares
Change 		Shares
Change %
M
576
MOTCO
Texas
$11K 165 – –
TRCT
577
Tower Research Capital (TRC)
New York
$11K 167 +167 New
AIM
578
Advantage Investment Management
Iowa
$11K 169 +169 New
ZB
579
Zions Bancorporation
Utah
$8K 136 -364 -73%
VIA
580
Vident Investment Advisory
Georgia
$8K 111 -167 -60%
JWA
581
JFS Wealth Advisors
Pennsylvania
$8K 125 -152 -55%
TCOV
582
Trust Company of Vermont
Vermont
$7K 100 -36 -26%
KCM
583
Karp Capital Management
California
$7K 100 – –
MSFP
584
Mark Sheptoff Financial Planning
Connecticut
$7K 100 – –
EAM
585
Eventide Asset Management
Massachusetts
$7K 100 +100 New
CCS
586
Crosspoint Capital Strategies
California
$6K 83 +83 New
QCG
587
Quadrant Capital Group
Ohio
$5K 106 +106 New
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$3K 43 -62 -59%
KIG
589
Kessler Investment Group
Indiana
$3K 40 -40 -50%
HR
590
Howe & Rusling
New York
$3K 48 – –
TFO
591
Tarbox Family Office
California
$3K 44 – –
BCMIO
592
Beacon Capital Management Inc (Ohio)
Ohio
$3K 50 – –
RPG
593
Risk Paradigm Group
Texas
$2.51K 37 +37 New
IF
594
Ironwood Financial
Arizona
$2K 33 – –
FNBOO
595
First National Bank of Omaha
Nebraska
$1.35K 19,865 +1,397 +8%
EWM
596
Edge Wealth Management
New York
$1K 5 – –
Schroder Investment Management Group
597
Schroder Investment Management Group
United Kingdom
– – -752,590 Closed
TD Asset Management
598
TD Asset Management
Ontario, Canada
– – -431,671 Closed
EA
599
Euclid Advisors
Connecticut
– – -398,667 Closed
ACI
600
AMP Capital Investors
Australia
– – -344,880 Closed
22 23
24
25 26