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Welltower
WELL

Overview Fund Activity

513 hedge funds and large institutions have $17.1B invested in Welltower in 2013 Q2 according to their latest regulatory filings, with 513 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+513
Holders Change %
–
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.78%
New
513
Increased
–
Reduced
–
Closed
–
Calls
$39.8M
Puts
$37.3M
Net Calls
+$2.54M
Net Calls Change
+$2.54M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
226
Valentine Capital Asset Management
California
$3.32M +$3.32M +69,670 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$3.31M +$3.31M +49,439 New
LNB
228
Ledyard National Bank
$3.16M +$3.16M +47,145 New
PCM
229
Palisade Capital Management
New Jersey
$3.14M +$3.14M +46,840 New
Truist Financial
230
Truist Financial
North Carolina
$3.12M +$3.12M +46,520 New
PDN
231
Pensionfund DSM Netherlands
Netherlands
$3.11M +$3.11M +46,353 New
CAM
232
Capstone Asset Management
Texas
$2.94M +$2.94M +43,916 New
TRSOTSOK
233
Teachers Retirement System of the State of Kentucky
Kentucky
$2.92M +$2.92M +43,600 New
WB
234
WesBanco Bank
West Virginia
$2.89M +$2.89M +43,121 New
PAI
235
Pittenger & Anderson Inc
Nebraska
$2.84M +$2.84M +42,430 New
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$2.7M +$2.7M +40,240 New
NC
237
Nicholas Company
Wisconsin
$2.68M +$2.68M +40,045 New
CCM
238
Catawba Capital Management
Virginia
$2.63M +$2.63M +39,204 New
MAM
239
Mizuho Asset Management
Japan
$2.62M +$2.62M +39,134 New
AG
240
Aperio Group
California
$2.6M +$2.6M +38,821 New
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$2.6M +$2.6M +38,741 New
DP
242
Dearborn Partners
Illinois
$2.55M +$2.55M +38,030 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$2.52M +$2.52M +37,654 New
CM
244
Churchill Management
California
$2.52M +$2.52M +37,551 New
RA
245
Rational Advisors
New York
$2.4M +$2.4M +35,800 New
MOACM
246
Mutual of America Capital Management
New York
$2.37M +$2.37M +35,401 New
FIM
247
Friedberg Investment Management
Texas
$2.37M +$2.37M +35,310 New
SOAMC
248
Spirit of America Management Corp
New York
$2.3M +$2.3M +34,300 New
GBA
249
Garrison Bradford & Associates
New York
$2.17M +$2.17M +32,358 New
SI
250
SII Investments
Wisconsin
$2.16M +$2.16M +32,124 New
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