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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 Market Value Shares Shares
Change 		Shares
Change %
MIS
101
Morningstar Investment Services
Illinois
$26.1M 384,916 +12,228 +3%
KeyBank National Association
102
KeyBank National Association
Ohio
$25.6M 378,405 +36,023 +11%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$25.5M 376,997 -6,530 -2%
RJA
104
Raymond James & Associates
Florida
$25.4M 374,543 -813,485 -68%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$24.3M 358,679 -513,887 -59%
CCMH
106
Cornerstone Capital Management Holdings
New York
$24.2M 356,653 +59,550 +20%
JCM
107
Janney Capital Management
Pennsylvania
$22.8M 338,008 +338,008 New
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$22.1M 326,347 -2,129 -0.6%
HI
109
Honeywell International
North Carolina
$21.9M 323,855 +12,300 +4%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$21.3M 341,460 -77,090 -18%
AAM
111
Aberdeen Asset Management
United Kingdom
$20.9M 308,485 -10,298 -3%
ST
112
Sabal Trust
Florida
$20.7M 304,939 +17,285 +6%
DCM
113
Donaldson Capital Management
Indiana
$19.3M 285,045 -6,381 -2%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$19.2M 284,218 +237,800 +512%
Nomura Asset Management
115
Nomura Asset Management
Japan
$19.1M 282,281 +71,454 +34%
ERSOT
116
Employees Retirement System of Texas
Texas
$18.8M 278,327 +15,800 +6%
Citadel Advisors
117
Citadel Advisors
Florida
$18.7M 275,961 +244,304 +772%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$18.4M 271,928 +3,257 +1%
LOAMS
119
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.2M 268,773 +268,773 New
First Trust Advisors
120
First Trust Advisors
Illinois
$16.7M 246,330 -88,897 -27%
SFM
121
Soros Fund Management
New York
$16.1M 237,386 +237,386 New
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$16M 235,965 -2,414 -1%
KWILP
123
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.9M 234,274 +234,274 New
BA
124
BlackRock Advisors
Delaware
$15.6M 230,991 +167,214 +262%
RIM
125
Ranger International Management
Illinois
$15.4M 227,040 +226,755 +79,563%
3 4
5
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