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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 Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
626
1832 Asset Management
Ontario, Canada
– -$6.31M -81,500 Closed
ESCM
627
Echo Street Capital Management
New York
– -$5.87M -75,828 Closed
LCM
628
Landscape Capital Management
New Jersey
– -$5.77M -74,600 Closed
B
629
BP
United Kingdom
– -$3.87M -50,000 Closed
Fiera Capital (Canada)
630
Fiera Capital (Canada)
Quebec, Canada
– -$2.49M -32,215 Closed
SBCM
631
Schwerin Boyle Capital Management
Massachusetts
– -$2.32M -30,000 Closed
AAMU
632
AEGON Asset Management (UK)
United Kingdom
– -$1.99M -25,665 Closed
CIP
633
Convergence Investment Partners
Florida
– -$1.8M -23,265 Closed
PC
634
Passport Capital
California
– -$1.58M -20,382 Closed
SI
635
Standard Investments
New York
– -$947K -12,240 Closed
N
636
Natixis
France
– -$936K -12,103 Closed
Twin Tree Management
637
Twin Tree Management
Texas
– -$897K -11,597 Closed
TRCT
638
Tower Research Capital (TRC)
New York
– -$857K -11,077 Closed
VF
639
Virtu Financial
New York
– -$782K -10,111 Closed
CI
640
CAZ Investments
Texas
– -$672K -8,689 Closed
FWM
641
Frontier Wealth Management
Missouri
– -$652K -8,431 Closed
AACA
642
American Assets Capital Advisers
California
– -$589K -7,613 Closed
FNYS
643
First New York Securities
New York
– -$380K -4,906 Closed
Parallax Volatility Advisers
644
Parallax Volatility Advisers
California
– -$318K -4,107 Closed
MSU
645
Maple Securities USA
New Jersey
– -$274K -3,542 Closed
GF
646
Gerstein Fisher
New York
– -$251K -3,245 Closed
DWT
647
Dorsey & Whitney Trust
South Dakota
– -$241K -3,117 Closed
DC
648
Davenport & Co
Virginia
– -$241K -3,112 Closed
DAC
649
Dividend Assets Capital
South Carolina
– -$232K -3,000 Closed
FTIOP
650
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$229K -2,966 Closed
24 25
26
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