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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.

New
Increased
Maintained
Reduced
Closed
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
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
Bank of America
North Carolina
$268M
3
LIMS
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.3M
2
Invesco
Invesco
Georgia
$382M
3
Cohen & Steers
Cohen & Steers
New York
$1.32B
4
SAMC
Shinko Asset Management Company
Japan
$339M
5
CS
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
176
Landscape Capital Management
New Jersey
$6.78M +$6.78M +100,100 New
GIA
177
Gateway Investment Advisers
Ohio
$6.71M -$18.7K -276 -0.3%
AAF
178
Andra AP-fonden
Sweden
$6.71M +$271K +4,000 +4%
FFSOTS
179
Fiduciary Financial Services of The Southwest
Texas
$6.62M -$609 -9 -0%
SI
180
Stephens Inc
Arkansas
$6.56M +$30.8K +455 +0.5%
BHA
181
Beech Hill Advisors
New York
$6.42M -$136K -2,012 -2%
Public Sector Pension Investment Board (PSP Investments)
182
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.28M -$1.9M -28,100 -23%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$6.09M +$194K +2,870 +3%
OTPPB
184
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.08M -$2.67M -39,423 -31%
IP
185
InvenTrust Properties
Illinois
$6.01M – – –
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$5.96M +$31.8K +470 +0.5%
IRF
187
IBM Retirement Fund
New York
$5.89M -$18.7K -271 -0.3%
CC
188
Cipher Capital
New York
$5.58M +$933K +13,771 +20%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$5.51M +$474K +6,999 +9%
EIM
190
ExxonMobil Investment Management
Texas
$5.47M +$193K +2,851 +4%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$5.43M -$7.65K -113 -0.1%
AG
192
Aperio Group
California
$5.35M +$785K +11,587 +17%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$5.27M -$4.14M -61,074 -44%
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$5.25M +$12.1K +178 +0.2%
US Bancorp
195
US Bancorp
Minnesota
$5.2M +$185K +2,725 +4%
LPL Financial
196
LPL Financial
California
$5.2M +$215K +3,121 +4%
URS
197
Utah Retirement Systems
Utah
$4.98M +$102K +1,500 +2%
VLKIM
198
Van Lanschot Kempen Investment Management
Netherlands
$4.93M +$331K +4,888 +7%
HM
199
HealthCor Management
New York
$4.93M +$4.93M +72,750 New
DL
200
Delta Lloyd
Netherlands
$4.89M -$370K -5,459 -7%
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