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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 %
WA
576
Winfield Associates
Ohio
$42K – – –
PMFA
577
Plante Moran Financial Advisors
Michigan
$42K +$42K +624 New
KF
578
Krilogy Financial
Missouri
$41K – – –
WA
579
WealthTrust-Arizona
Arizona
$34K – – –
HCM
580
Highlander Capital Management
New Jersey
$34K – – –
AAC
581
Asset Advisors Corp
Georgia
$34K +$34K +500 New
TCM
582
Tradewinds Capital Management
Washington
$32K -$35K – –
AIM
583
Arcadia Investment Management
Michigan
$32K +$32K +469 New
MCM
584
MV Capital Management
Maryland
$31K – – –
BC
585
Bartlett & Co
Ohio
$30K +$203 +3 +0.7%
DAM
586
Delta Asset Management
Tennessee
$29K -$10.4K -150 -26%
CAW
587
Cornerstone Advisors (Washington)
Washington
$29K -$5.76K -84 -17%
AWM
588
Avior Wealth Management
Nebraska
$27K +$6.9K +103 +34%
Manulife (Manufacturers Life Insurance)
589
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.3K +$4.19K +61,612 +20%
CSS
590
Cubist Systematic Strategies
Connecticut
$25K -$529K -7,868 -95%
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
BBHC
592
Brown Brothers Harriman & Co
New York
$23K -$93.5K -1,353 -80%
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$8.13K -117 -26%
TF
594
Tompkins Financial
New York
$23K +$23K +338 New
S
595
SignatureFD
Georgia
$22K -$14.6K -209 -40%
CGT
596
Capital Guardian Trust
California
$20K – – –
ECM
597
Estabrook Capital Management
New York
$17K – – –
EDRH
598
Edmond de Rothschild Holding
Switzerland
$17K +$17K +250 New
EDRS
599
Edmond de Rothschild (Suisse)
Switzerland
$17K +$17K +250 New
DSC
600
Duncker Streett & Co
Missouri
$16K -$4.87K -70 -23%
22 23
24
25 26