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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
Deutsche Bank
Germany
$497M
2
BC
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$575M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$781M
2
AAMU
APG Asset Management US
New York
$0
3
SAMC
Shinko Asset Management Company
Japan
$268M
4
Invesco
Invesco
Georgia
$312M
5
JHIU
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
176
M&T Bank
New York
$6.5M -$471K -6,930 -7%
FFSOTS
177
Fiduciary Financial Services of The Southwest
Texas
$6.49M -$160K -2,352 -2%
SG Americas Securities
178
SG Americas Securities
New York
$6.43M +$2.14M +31,452 +50%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$6.41M +$289K +4,252 +5%
BHA
180
Beech Hill Advisors
New York
$6.41M -$40.8K -600 -0.6%
OTPPB
181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.39M +$285K +4,182 +5%
ESCM
182
Echo Street Capital Management
New York
$6.25M +$4.45M +65,402 +247%
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.15M -$156K -2,300 -2%
IP
184
InvenTrust Properties
Illinois
$6.04M – – –
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$5.93M +$634K +9,327 +12%
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$5.84M -$140K -2,061 -2%
APG Asset Management
187
APG Asset Management
Netherlands
$5.81M -$3.68M -54,114 -39%
IRF
188
IBM Retirement Fund
New York
$5.79M -$13.2K -194 -0.2%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$5.65M +$377K +5,538 +7%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$5.55M +$2.33M +34,631 +72%
Citigroup
191
Citigroup
New York
$5.54M -$5.31M -78,116 -49%
DL
192
Delta Lloyd
Netherlands
$5.49M +$578K +8,494 +12%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$5.49M -$1.63M -24,000 -23%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$5.47M +$6.19K +91 +0.1%
EIM
195
ExxonMobil Investment Management
Texas
$5.4M -$99.3K -1,460 -2%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$5.36M +$856K +12,589 +19%
CC
197
Cannell & Co
New York
$5.24M -$4.55M -66,940 -46%
AG
198
Aperio Group
California
$5.18M -$196K -2,888 -4%
T
199
TOBAM
France
$5.16M +$5.16M +75,879 New
Victory Capital Management
200
Victory Capital Management
Texas
$5.16M +$1.46M +21,392 +39%
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