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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
601
Karp Capital Management
California
$7K 100 – –
MSFP
602
Mark Sheptoff Financial Planning
Connecticut
$7K 100 – –
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$7K 105 +105 New
S
604
SignatureFD
Georgia
$6K 85 +7 +9%
KIG
605
Kessler Investment Group
Indiana
$5K 80 +80 New
HR
606
Howe & Rusling
New York
$3K 48 -153 -76%
CTB
607
Country Trust Bank
Illinois
$3K 50 – –
TFO
608
Tarbox Family Office
California
$3K 44 – –
WAS
609
Winch Advisory Services
Wisconsin
$3K 50 +1 +2%
BCMIO
610
Beacon Capital Management Inc (Ohio)
Ohio
$3K 50 +50 New
IF
611
Ironwood Financial
Arizona
$2K 33 – –
BRWM
612
B. Riley Wealth Management
Tennessee
$2K 33 – –
FNBOO
613
First National Bank of Omaha
Nebraska
$1.33K 18,468 – –
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K 22 – –
LFR
615
Lehman Financial Resources
Pennsylvania
$1K 18 – –
1GA
616
1st Global Advisors
Texas
$701 10,682 -330 -3%
FHC
617
First Heartland Consultants
Missouri
$247 3,758 +9 +0.2%
T
618
TOBAM
France
– – -733,312 Closed
HRES
619
Heitman Real Estate Securities
Illinois
– – -566,105 Closed
JCM
620
Janney Capital Management
Pennsylvania
– – -336,773 Closed
SCM
621
Sandler Capital Management
New York
– – -255,000 Closed
AL
622
AJO LP
Pennsylvania
– – -227,590 Closed
GMIM
623
General Motors Investment Management
New York
– – -200,131 Closed
GA
624
GRS Advisors
Illinois
– – -187,800 Closed
GCA
625
GSI Capital Advisors
California
– – -178,900 Closed
23 24
25
26 27