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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 %
TFO
626
Tarbox Family Office
California
$3K – – –
SNT
627
Security National Trust
West Virginia
$3K +$3K +50 New
PSUF
628
People's United Financial
Connecticut
$3K +$3K +50 New
CG
629
Cutler Group
California
$3K +$3K +52 New
BWA
630
Burt Wealth Advisors
Maryland
$3K +$3K +53 New
HR
631
Howe & Rusling
New York
$2K -$909 -15 -31%
GAM
632
Gemmer Asset Management
California
$2K +$2K +29 New
BAM
633
Barrett Asset Management
New York
$2K +$2K +30 New
FNBOO
634
First National Bank of Omaha
Nebraska
$1.29K -$60 -889 -4%
EWM
635
Edge Wealth Management
New York
$1K – – –
PSI
636
Pinnacle Summer Investments
Virginia
$1K +$1K +9 New
AAMU
637
APG Asset Management US
New York
– -$129M -1,903,000 Closed
CCP
638
Clough Capital Partners
Massachusetts
– -$46.4M -684,900 Closed
SFM
639
Soros Fund Management
New York
– -$16.1M -237,386 Closed
DSA
640
Davis Selected Advisers
Arizona
– -$13.2M -195,128 Closed
CC
641
Cipher Capital
New York
– -$5.58M -82,373 Closed
HM
642
HealthCor Management
New York
– -$4.93M -72,750 Closed
Nomura Holdings
643
Nomura Holdings
Japan
– -$4M -59,092 Closed
GCM
644
Garland Capital Management
Washington
– -$3.93M -58,050 Closed
CPS
645
Counsel Portfolio Services
Ontario, Canada
– -$2.55M -37,653 Closed
QIM
646
Quantitative Investment Management
Virginia
– -$2M -29,600 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
647
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.76M -25,968 Closed
EAM
648
EULAV Asset Management
Florida
– -$1.72M -25,400 Closed
AIM
649
Ada Investment Management
New York
– -$1.71M -25,015 Closed
Loomis, Sayles & Company
650
Loomis, Sayles & Company
Massachusetts
– -$1.56M -23,000 Closed
24 25
26
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