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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Aperio Group
California
$2.87M +$449K +7,192 +19%
Truist Financial
227
Truist Financial
North Carolina
$2.86M -$40.2K -645 -1%
DP
228
Dearborn Partners
Illinois
$2.86M +$485K +7,779 +20%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$2.8M +$287K +4,600 +11%
CAM
230
Capstone Asset Management
Texas
$2.74M +$811 +13 +0%
CCM
231
Chilton Capital Management
Texas
$2.73M -$595K -9,534 -18%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M – – –
WB
233
WesBanco Bank
West Virginia
$2.71M +$24K +385 +0.9%
PIP
234
Perennial Investment Partners
Australia
$2.68M +$2.68M +43,000 New
NC
235
Nicholas Company
Wisconsin
$2.5M – – –
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$2.47M +$124K +1,994 +5%
MAM
237
Mizuho Asset Management
Japan
$2.47M +$30.4K +488 +1%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$2.45M +$30.2K +484 +1%
CCM
239
Catawba Capital Management
Virginia
$2.44M -$6.24K -100 -0.3%
PDN
240
Pensionfund DSM Netherlands
Netherlands
$2.42M -$468K -7,500 -16%
WAM
241
Wolverine Asset Management
Illinois
$2.42M +$1.73M +27,706 +250%
PAI
242
Pittenger & Anderson Inc
Nebraska
$2.34M -$308K -4,945 -12%
BFG
243
Beacon Financial Group
Texas
$2.32M +$2.32M +36,692 New
FWCM
244
Ferguson Wellman Capital Management
Oregon
$2.27M +$2.27M +36,372 New
FCH
245
Freestone Capital Holdings
Washington
$2.26M +$2.26M +39,198 New
CM
246
Churchill Management
California
$2.2M -$142K -2,281 -6%
RA
247
Rational Advisors
New York
$2.18M -$49.9K -800 -2%
MOACM
248
Mutual of America Capital Management
New York
$2.18M -$29.5K -473 -1%
BHC
249
Bowen Hanes & Co
Florida
$2.17M -$12.2M -196,280 -85%
CAM
250
Carret Asset Management
New York
$2.15M +$1.21M +19,340 +128%
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