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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 %
JWM
651
Jackson Wealth Management
Florida
– -$1.54M -22,753 Closed
VAM
652
Visium Asset Management
New York
– -$1.19M -17,500 Closed
Jennison Associates
653
Jennison Associates
New York
– -$1.18M -17,471 Closed
VKH
654
Virtu KCG Holdings
New York
– -$1.15M -16,981 Closed
Two Sigma Investments
655
Two Sigma Investments
New York
– -$1.11M -16,340 Closed
LP
656
LMR Partners
United Kingdom
– -$804K -11,881 Closed
Allianz Asset Management
657
Allianz Asset Management
Germany
– -$760K -11,222 Closed
Capital Fund Management (CFM)
658
Capital Fund Management (CFM)
France
– -$757K -11,181 Closed
EWMCB
659
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$663K -9,796 Closed
ECM
660
Everence Capital Management
Indiana
– -$621K -9,176 Closed
HSA
661
HBK Sorce Advisory
Pennsylvania
– -$601K -8,876 Closed
SCM
662
Sterneck Capital Management
Missouri
– -$596K -8,795 Closed
GC
663
Guardian Capital
Ontario, Canada
– -$499K -7,364 Closed
NIT
664
NumerixS Investment Technologies
British Columbia, Canada
– -$481K -7,140 Closed
BWP
665
Baldwin Wealth Partners
Massachusetts
– -$362K -5,379 Closed
FBFS
666
First Business Financial Services
Wisconsin
– -$327K -4,825 Closed
IHL
667
Investment House LLC
California
– -$318K -4,700 Closed
SI
668
SII Investments
Wisconsin
– -$288K -4,219 Closed
W
669
Wealthfront
California
– -$275K -4,056 Closed
AP
670
Advisor Partners
California
– -$274K -4,043 Closed
CK
671
Carnick & Kubik
Colorado
– -$244K -3,925 Closed
BFM
672
Boothbay Fund Management
New York
– -$265K -3,916 Closed
HF
673
HRT Financial
New York
– -$263K -3,890 Closed
VAM
674
Verity Asset Management
North Carolina
– -$259K -3,820 Closed
NDSI
675
Newman Dignan & Sheerar Inc
Rhode Island
– -$240K -3,550 Closed
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