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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 %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$5.12M -$413K -6,073 -7%
UCFA
202
United Capital Financial Advisors
Texas
$5.09M +$707K +10,391 +16%
URS
203
Utah Retirement Systems
Utah
$5.08M +$81.6K +1,200 +2%
US Bancorp
204
US Bancorp
Minnesota
$5.06M -$166K -2,445 -3%
SWP
205
Stratos Wealth Partners
Ohio
$5M +$5M +73,451 New
FP
206
Foundry Partners
Minnesota
$4.97M +$2.89M +42,524 +139%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$4.93M +$2.65M +38,783 +116%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$4.93M +$4.15M +61,062 +538%
FAF
209
Fjarde Ap-fonden
Sweden
$4.82M +$198K +2,908 +4%
AssetMark Inc
210
AssetMark Inc
California
$4.75M +$2.15M +31,626 +83%
BFM
211
Boston Financial Management
Massachusetts
$4.73M -$91.3K -1,342 -2%
PAM
212
Private Asset Management
California
$4.63M +$335K +4,925 +8%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$4.36M -$107K -1,579 -2%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$4.34M +$818K +12,028 +23%
DPIM
215
Duff & Phelps Investment Management
Illinois
$4.32M +$3.68M +54,102 +573%
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$4.32M -$74.8K -1,100 -2%
VLKIM
217
Van Lanschot Kempen Investment Management
Netherlands
$4.28M -$673K -9,888 -14%
BIM
218
Bridgecreek Investment Management
Oklahoma
$4.28M -$377K -5,534 -8%
HIM
219
Hanlon Investment Management
New Jersey
$4.26M +$4.26M +62,611 New
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.2M +$4.2M +61,745 New
AMG
221
Advisors Management Group
Wisconsin
$4.13M +$4.13M +60,670 New
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$4.1M +$2.03M +29,899 +99%
DLCIG
223
D.L. Carlson Investment Group
New Hampshire
$4.07M +$258K +3,790 +7%
IA
224
IFP Advisors
Florida
$4.01M +$4.01M +58,864 New
CRIM
225
Castle Ridge Investment Management
Connecticut
$3.9M +$3.9M +57,370 New
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