WELL icon

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 Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
651
Verition Fund Management
Connecticut
– -$305K -4,640 Closed
CEP
652
Chicago Equity Partners
Illinois
– -$297K -4,525 Closed
ACM
653
Alethea Capital Management
Washington
– -$284K -4,321 Closed
BSA
654
Braun Stacey Associates
New York
– -$282K -4,300 Closed
HCM
655
Howland Capital Management
Massachusetts
– -$278K -4,230 Closed
HIM
656
Hermes Investment Management
United Kingdom
– -$276K -4,200 Closed
WA
657
WESPAC Advisors
California
– -$250K -3,812 Closed
PFP
658
Pinnacle Financial Partners
Tennessee
– -$239K -3,629 Closed
VFS
659
VSR Financial Services
Kansas
– -$232K -3,529 Closed
EAMA
660
EFG Asset Management (Americas)
Florida
– -$245K -3,481 Closed
MCWS
661
McKinley Carter Wealth Services
West Virginia
– -$208K -3,169 Closed
PI
662
PineBridge Investments
New York
– -$168K -2,562 Closed
ST
663
Smithfield Trust
Pennsylvania
– -$151K -2,303 Closed
CLOS
664
Compagnie Lombard Odier SCmA
Switzerland
– -$120K -1,830 Closed
WTB
665
Washington Trust Bank
Washington
– -$106K -1,613 Closed
AGM
666
Alpine Global Management
New York
– -$104K -1,584 Closed
FANJ
667
Financial Architects (New Jersey)
New Jersey
– -$90K -1,371 Closed
BCM
668
Blume Capital Management
California
– -$66K -1,000 Closed
CAL
669
Capital Analysts LLC
Pennsylvania
– -$61.7K -940 Closed
RCG
670
Ruggie Capital Group
Florida
– -$25K -380 Closed
EDRS
671
Edmond de Rothschild (Suisse)
Switzerland
– -$16K -250 Closed
EDRH
672
Edmond de Rothschild Holding
Switzerland
– -$16K -250 Closed
FHA
673
First Horizon Advisors
Tennessee
– -$15K -230 Closed
P
674
Palladiem
Pennsylvania
– -$14K -207 Closed
HA
675
Harfst & Associates
Wyoming
– -$11K -162 Closed
24 25 26
27
28