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Welltower
WELL

Overview Fund Activity

556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+41
Holders Change %
+7.96%
% of All Funds
16.15%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
87
Increased
207
Reduced
206
Closed
44
Calls
$54.2M
Puts
$29.4M
Net Calls
+$24.8M
Net Calls Change
+$5.92M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
3
Barclays
Barclays
United Kingdom
$109M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$87.1M
5
SAMC
Shinko Asset Management Company
Japan
$352M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$216M
3
DPIM
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
BlackRock Fund Advisors
California
$418M
5
Bank of America
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
226
Utah Retirement Systems
Utah
$2.72M – – –
BREA
227
Barings Real Estate Advisers
Connecticut
$2.7M -$460K -8,577 -15%
VRS
228
Virginia Retirement Systems
Virginia
$2.69M -$256K -4,786 -9%
WAM
229
Wolverine Asset Management
Illinois
$2.68M +$602K +11,234 +29%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$2.66M +$48.2K +900 +2%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$2.66M -$97.9K -1,827 -4%
AA
232
ALPS Advisors
Colorado
$2.66M -$7.44M -128,502 -74%
WAM
233
World Asset Management
Michigan
$2.64M -$319K -5,958 -11%
State of Tennessee, Department of Treasury
234
State of Tennessee, Department of Treasury
Tennessee
$2.63M -$12.8M -239,719 -83%
VLKIM
235
Van Lanschot Kempen Investment Management
Netherlands
$2.58M +$2.58M +48,233 New
MSA
236
Mason Street Advisors
Wisconsin
$2.57M -$330K -6,165 -11%
Walleye Trading
237
Walleye Trading
New York
$2.39M +$2.39M +44,680 New
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$2.34M +$832K +15,531 +55%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M – – –
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$2.33M +$225K +4,204 +11%
Truist Financial
241
Truist Financial
North Carolina
$2.32M -$139K -2,598 -6%
WB
242
WesBanco Bank
West Virginia
$2.29M -$41K -765 -2%
IWC
243
Integrated Wealth Counsel
California
$2.23M -$240K -4,475 -10%
HCM
244
Highbridge Capital Management
New York
$2.22M +$2.22M +41,474 New
CAM
245
Carret Asset Management
New York
$2.21M +$363K +6,775 +20%
CCM
246
Chilton Capital Management
Texas
$2.2M -$144K -2,693 -6%
CCM
247
Catawba Capital Management
Virginia
$2.16M +$60.8K +1,135 +3%
MAM
248
Mizuho Asset Management
Japan
$2.15M +$26.9K +502 +1%
TAM
249
Telluride Asset Management
Minnesota
$2.14M +$2.14M +39,951 New
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$2.08M -$39.5K -737 -2%
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