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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 %
BFM
201
Boston Financial Management
Massachusetts
$4.8M -$67K -989 -1%
BIM
202
Bridgecreek Investment Management
Oklahoma
$4.63M -$1.46M -21,500 -24%
FAF
203
Fjarde Ap-fonden
Sweden
$4.6M -$439K -6,478 -9%
MAS
204
Madden Advisory Services
Florida
$4.57M -$19.8K -292 -0.4%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$4.44M -$272K -4,017 -6%
Canada Pension Plan Investment Board
206
Canada Pension Plan Investment Board
Ontario, Canada
$4.38M -$3.19M -47,149 -42%
UCFA
207
United Capital Financial Advisors
Texas
$4.36M -$192K -2,836 -4%
ClearBridge Investments
208
ClearBridge Investments
New York
$4.32M -$33.9K -501 -0.8%
PAM
209
Private Asset Management
California
$4.27M +$446K +6,585 +12%
SG Americas Securities
210
SG Americas Securities
New York
$4.27M +$1.99M +29,405 +87%
Nomura Holdings
211
Nomura Holdings
Japan
$4M +$2.85M +42,165 +249%
GCM
212
Garland Capital Management
Washington
$3.93M +$398K +5,875 +11%
MAM
213
Mizuho Asset Management
Japan
$3.82M +$146K +2,159 +4%
DLCIG
214
D.L. Carlson Investment Group
New Hampshire
$3.79M +$3.79M +56,020 New
CAM
215
Carret Asset Management
New York
$3.69M +$159K +2,355 +5%
Victory Capital Management
216
Victory Capital Management
Texas
$3.69M -$1.08M -15,892 -23%
State of Tennessee, Department of Treasury
217
State of Tennessee, Department of Treasury
Tennessee
$3.66M -$74.5K -1,100 -2%
DILH
218
Dai-ichi Life Holdings
Japan
$3.61M +$1.69M +25,000 +88%
PAI
219
Pittenger & Anderson Inc
Nebraska
$3.59M -$64K -945 -2%
Truist Financial
220
Truist Financial
North Carolina
$3.55M +$351K +5,188 +11%
BOH
221
Bank of Hawaii
Hawaii
$3.55M -$92.2K -1,362 -3%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$3.51M -$2.23M -32,991 -39%
MOACM
223
Mutual of America Capital Management
New York
$3.29M +$54.2K +800 +2%
Lazard Asset Management
224
Lazard Asset Management
New York
$3.27M -$1.28M -18,900 -28%
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$3.24M -$861K -12,716 -21%
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