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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 %
SFG
676
SNS Financial Group
Minnesota
– -$234K -3,456 Closed
SGH
677
Schonfeld Group Holdings
New York
– -$222K -3,300 Closed
Koshinski Asset Management
678
Koshinski Asset Management
Illinois
– -$212K -3,225 Closed
MC
679
Moors & Cabot
Massachusetts
– -$218K -3,200 Closed
PP
680
Paloma Partners
Connecticut
– -$209K -3,088 Closed
Twin Tree Management
681
Twin Tree Management
Texas
– -$200K -2,948 Closed
NYLIM
682
New York Life Investment Management
New York
– -$190K -2,800 Closed
RIA
683
Regal Investment Advisors
Michigan
– -$143K -2,117 Closed
PR
684
Payden & Rygel
California
– -$115K -1,700 Closed
WCM
685
Windsor Capital Management
Arizona
– -$73K -1,082 Closed
SCM
686
Segantii Capital Management
Hong Kong
– -$65K -956 Closed
IWC
687
Integrated Wealth Counsel
California
– -$22K -320 Closed
VIA
688
Vantage Investment Advisors
Pennsylvania
– -$14K -200 Closed
NSIM
689
North Star Investment Management
Illinois
– -$13K -191 Closed
MGIA
690
Moneta Group Investment Advisors
Missouri
– -$12K -175 Closed
VIA
691
Vident Investment Advisory
Georgia
– -$8K -111 Closed
KCM
692
Karp Capital Management
California
– -$7K -100 Closed
BCMIO
693
Beacon Capital Management Inc (Ohio)
Ohio
– -$3K -50 Closed
OSAM
694
O'Shaughnessy Asset Management
Connecticut
– -$3K -43 Closed
KIG
695
Kessler Investment Group
Indiana
– -$3K -40 Closed
RPG
696
Risk Paradigm Group
Texas
– -$2.51K -37 Closed
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