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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$5.05M +$131K +2,000 +3%
FAF
202
Fjarde Ap-fonden
Sweden
$4.88M -$363K -5,524 -7%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$4.88M +$587K +8,948 +14%
US Bancorp
204
US Bancorp
Minnesota
$4.86M +$250K +3,815 +5%
LPL Financial
205
LPL Financial
California
$4.8M +$344K +5,176 +8%
URS
206
Utah Retirement Systems
Utah
$4.73M +$52.5K +800 +1%
BFM
207
Boston Financial Management
Massachusetts
$4.72M +$61.6K +939 +1%
Victory Capital Management
208
Victory Capital Management
Texas
$4.62M -$9.39K -143 -0.2%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$4.57M +$113K +1,724 +3%
CC
210
Cipher Capital
New York
$4.5M +$1.99M +30,258 +79%
VLKIM
211
Van Lanschot Kempen Investment Management
Netherlands
$4.45M +$574K +8,745 +15%
MAS
212
Madden Advisory Services
Florida
$4.45M -$96.1K -1,464 -2%
AG
213
Aperio Group
California
$4.43M +$674K +10,263 +18%
UCFA
214
United Capital Financial Advisors
Texas
$4.41M +$98.8K +1,506 +2%
Lazard Asset Management
215
Lazard Asset Management
New York
$4.41M +$1.19M +18,195 +37%
MSR
216
Main Street Research
Connecticut
$4.35M -$3.15M -48,002 -42%
SCM
217
Stevens Capital Management
Pennsylvania
$4.23M +$3.52M +53,640 +495%
ClearBridge Investments
218
ClearBridge Investments
New York
$4.22M +$1.12K +17 +0%
BA
219
BlackRock Advisors
Delaware
$4.19M +$1.91M +29,120 +84%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$3.97M +$164K +2,496 +4%
SWP
221
Stratos Wealth Partners
Ohio
$3.72M -$83.3K -1,269 -2%
PAM
222
Private Asset Management
California
$3.71M +$319K +4,862 +9%
BC
223
Brookfield Corp
Ontario, Canada
$3.69M +$3.69M +144,964 New
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$3.62M -$8.58M -130,790 -70%
SM
225
Stratton Management
Pennsylvania
$3.61M -$32.8K -500 -0.9%
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