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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 %
CPIG
601
Chicago Partners Investment Group
Illinois
$15K – – –
GWM
602
Gupta Wealth Management
California
$12K -$971 -14 -7%
First Manhattan
603
First Manhattan
New York
$12K – – –
FAM
604
Formidable Asset Management
Ohio
$12K – – –
PFS
605
Physicians Financial Services
North Carolina
$12K +$12K +170 New
M
606
MOTCO
Texas
$11K – – –
KC
607
Kingfisher Capital
North Carolina
$11K +$11K +164 New
JIC
608
Joel Isaacson & Co
New York
$10K -$19.6K -300 -66%
TRCT
609
Tower Research Capital (TRC)
New York
$9K -$2.65K -38 -23%
JWA
610
JFS Wealth Advisors
Pennsylvania
$9K – – –
UFA
611
US Financial Advisors
Massachusetts
$9K +$9K +130 New
OC
612
Oakworth Capital
Alabama
$9K +$9K +133 New
PCP
613
Proficio Capital Partners
Massachusetts
$9K +$9K +137 New
TCOV
614
Trust Company of Vermont
Vermont
$7K – – –
MSFP
615
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
NMIS
616
Northwestern Mutual Investment Services
Wisconsin
$7K +$7K +100 New
PHK
617
Point72 Hong Kong
Hong Kong
$7K +$7K +100 New
LWM
618
LBA Wealth Management
Florida
$7K +$7K +100 New
CCS
619
Crosspoint Capital Strategies
California
$6K -$640 -8 -10%
CFG
620
Citizens Financial Group
Rhode Island
$6K +$6K +87 New
VCAM
621
Valentine Capital Asset Management
California
$6K +$6K +100 New
TSU
622
TD Securities (USA)
New York
$5K -$7.72K -122 -61%
QCG
623
Quadrant Capital Group
Ohio
$5K +$138 +3 +3%
TDC
624
Thompson Davis & Co
Virginia
$3K -$142K -1,946 -98%
TFO
625
Tarbox Family Office
California
$3K – – –
23 24
25
26 27