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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 %
AAMU
151
Amundi Asset Management US
Massachusetts
$9.99M +$2.54M +37,300 +34%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$9.59M +$9.59M +140,927 New
SAM
153
Shell Asset Management
Netherlands
$9.54M +$213K +3,134 +2%
CTC
154
Central Trust Company
Missouri
$9.28M +$963K +14,149 +12%
EAM
155
EverPoint Asset Management
Connecticut
$9.18M +$1.7M +25,000 +23%
TCOT
156
Trust Company of Toledo
Ohio
$9.09M +$48.5K +713 +0.5%
KWILP
157
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.94M -$7M -102,906 -44%
BREA
158
Barings Real Estate Advisers
Connecticut
$8.67M -$644K -9,472 -7%
TPSF
159
Texas Permanent School Fund
Texas
$8.48M -$61.2K -899 -0.7%
SOMRS
160
State of Michigan Retirement System
Michigan
$8.24M -$408K -6,000 -5%
DP
161
Dearborn Partners
Illinois
$8.11M +$990K +14,550 +14%
FRAF
162
Första AP-fonden
Sweden
$8.02M +$8.02M +126,300 New
SCM
163
Sterling Capital Management
North Carolina
$7.91M +$165K +2,430 +2%
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$7.89M -$81.6K -1,200 -1%
SB
165
Suntrust Banks
Georgia
$7.81M +$206K +3,030 +3%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$7.8M +$5.65M +83,015 +263%
BTS
167
BB&T Securities
Virginia
$7.68M +$276K +4,064 +4%
ZIM
168
Zacks Investment Management
Illinois
$7.56M -$127K -1,866 -2%
BFG
169
Beacon Financial Group
Texas
$7.51M +$254K +3,711 +3%
BCM
170
BlueCrest Capital Management
Jersey
$7.47M +$7.47M +109,730 New
Comerica Bank
171
Comerica Bank
Texas
$7.34M +$7.34M +107,777 New
GIBU
172
Gulf International Bank (UK)
United Kingdom
$7.14M +$187K +2,750 +3%
SI
173
Stephens Inc
Arkansas
$7.08M +$494K +7,256 +7%
WJA
174
Williams Jones & Associates
New York
$6.94M -$344K -5,050 -5%
GIA
175
Gateway Investment Advisers
Ohio
$6.74M -$1.02K -15 -0%
5 6
7
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