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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 %
Voloridge Investment Management
601
Voloridge Investment Management
Florida
– – -310,713 Closed
Comerica Bank
602
Comerica Bank
Texas
– – -227,498 Closed
MLICM
603
Metropolitan Life Insurance Company (MetLife)
New York
– – -218,799 Closed
AIM
604
abrdn Investment Management
United Kingdom
– – -165,325 Closed
CM
605
Churchill Management
California
– – -157,563 Closed
Thrivent Financial for Lutherans
606
Thrivent Financial for Lutherans
Minnesota
– – -133,647 Closed
SFM
607
Systematic Financial Management
New Jersey
– – -112,734 Closed
PP
608
PDT Partners
New York
– – -99,879 Closed
MNA
609
Manning & Napier Advisors
New York
– – -89,938 Closed
SCM
610
Stevens Capital Management
Pennsylvania
– – -64,477 Closed
SWP
611
Stratos Wealth Partners
Ohio
– – -56,618 Closed
AMI
612
Amica Mutual Insurance
Rhode Island
– – -51,094 Closed
RJFSA
613
Raymond James Financial Services Advisors
Florida
– – -41,679 Closed
PAG
614
Private Advisor Group
New Jersey
– – -40,128 Closed
GEM
615
Global Endowment Management
North Carolina
– – -39,190 Closed
PMG
616
ProVise Management Group
Florida
– – -36,831 Closed
APFBOT
617
Amica Pension Fund Board of Trustees
Rhode Island
– – -35,846 Closed
DCM
618
Driehaus Capital Management
Illinois
– – -32,561 Closed
BPC
619
Banque Pictet & Cie
Switzerland
– – -27,391 Closed
LMGAM
620
Liberty Mutual Group Asset Management
Massachusetts
– – -26,392 Closed
Squarepoint
621
Squarepoint
New York
– – -26,392 Closed
PC
622
Polar Capital
United Kingdom
– – -25,000 Closed
PAM
623
Princeton Alpha Management
New Jersey
– – -24,490 Closed
WTC
624
WhitTier Trust Company
Nevada
– – -19,394 Closed
CWM
625
Concert Wealth Management
California
– – -17,497 Closed
23 24
25
26 27