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Welltower

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.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $97.9M | Put options by funds: $30.9M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 215

1% less capital invested

Capital invested by funds: $20.9B → $20.7B (-$127M)

3% less funds holding

Funds holding: 614594 (-20)

3.42% less ownership

Funds ownership: 91.52%88.1% (-3.4%)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.59%
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
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
151
Nationwide Fund Advisors
Ohio
$9.47M -$111K -1,666 -1%
APG Asset Management
152
APG Asset Management
Netherlands
$9.45M -$2.01M -30,154 -18%
BCIM
153
British Columbia Investment Management
British Columbia, Canada
$9.34M -$944K -14,136 -9%
BREA
154
Barings Real Estate Advisers
Connecticut
$9.28M -$2.55M -38,128 -22%
TCOT
155
Trust Company of Toledo
Ohio
$9M -$701K -10,489 -7%
SOMRS
156
State of Michigan Retirement System
Michigan
$8.61M -$608K -9,100 -7%
ASRS
157
Arizona State Retirement System
Arizona
$8.59M +$8.47M +126,895 New
SAM
158
Shell Asset Management
Netherlands
$8.55M +$3.05M +45,677 +50%
TPSF
159
Texas Permanent School Fund
Texas
$8.5M -$155K -2,323 -2%
CTC
160
Central Trust Company
Missouri
$8.35M +$958K +14,348 +13%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$7.93M +$194K +2,900 +3%
JG
162
Jefferies Group
New York
$7.77M +$4.02M +60,136 +110%
SCM
163
Sterling Capital Management
North Carolina
$7.71M +$1.84M +27,500 +32%
ZIM
164
Zacks Investment Management
Illinois
$7.65M -$70.3K -1,053 -0.9%
SB
165
Suntrust Banks
Georgia
$7.57M -$601 -9 -0%
EAM
166
EverPoint Asset Management
Connecticut
$7.45M +$7.35M +110,000 New
AAMU
167
Amundi Asset Management US
Massachusetts
$7.42M -$207K -3,100 -3%
BTS
168
BB&T Securities
Virginia
$7.37M +$378K +5,659 +5%
WJA
169
Williams Jones & Associates
New York
$7.25M -$1.18M -17,650 -14%
BFG
170
Beacon Financial Group
Texas
$7.15M -$114K -1,705 -2%
DP
171
Dearborn Partners
Illinois
$7.09M +$233K +3,489 +3%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$7.03M +$1.85M +27,750 +36%
M&T Bank
173
M&T Bank
New York
$6.94M +$796K +11,918 +13%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$6.92M +$6.83M +102,242 New
KBC Group
175
KBC Group
Belgium
$6.89M +$939K +14,065 +16%