WELL icon

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 %
WGCA
651
Wolf Group Capital Advisors
Virginia
– -$229K -2,965 Closed
AP
652
Appleton Partners
Massachusetts
– -$228K -2,950 Closed
EAM
653
Evanson Asset Management
California
– -$226K -2,919 Closed
PNC
654
Park National Corp
Ohio
– -$221K -2,861 Closed
WB
655
Webster Bank
Connecticut
– -$217K -2,800 Closed
MIM
656
Marco Investment Management
Georgia
– -$215K -2,785 Closed
BUB
657
BBVA USA Bancshares
Texas
– -$215K -2,773 Closed
BTNA
658
Bremer Trust National Association
Minnesota
– -$208K -2,691 Closed
LNWWM
659
Laird Norton Wetherby Wealth Management
California
– -$208K -2,684 Closed
PCM
660
Perkins Capital Management
Minnesota
– -$207K -2,675 Closed
BFS
661
Bradley Foster & Sargent
Connecticut
– -$207K -2,670 Closed
YP
662
Yellowstone Partners
Idaho
– -$205K -2,645 Closed
CC
663
Courier Capital
New York
– -$203K -2,625 Closed
TNB
664
Thomasville National Bank
Georgia
– -$187K -2,412 Closed
RWA
665
River Wealth Advisors
Pennsylvania
– -$184K -2,380 Closed
AA
666
Apriem Advisors
California
– -$155K -2,000 Closed
QI
667
Qualcomm Inc
California
– -$101K -1,300 Closed
GXMC
668
Global X Management Company
New York
– -$61K -786 Closed
PCM
669
Prelude Capital Management
New York
– -$46K -600 Closed
CCA
670
Catalyst Capital Advisors
New York
– -$46K -600 Closed
IRS
671
Invictus RG (Singapore)
Singapore
– -$31K -400 Closed
GAM
672
Gemmer Asset Management
California
– -$4K -58 Closed
VIA
673
Vantage Investment Advisors
Pennsylvania
– -$4K -50 Closed
CMBA
674
C.M. Bidwell & Associates
Hawaii
– -$3K -45 Closed
IPC
675
Independent Portfolio Consultants
Florida
– -$3K -34 Closed
24 25 26
27
28