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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
3
Deutsche Bank
Germany
$289M
4
SAMC
4
Shinko Asset Management Company
Japan
$439M
5
HRES
5
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$310M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$170M
3
JHIU
3
Janus Henderson Investors US
Colorado
$5.4M
4
SB
4
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Maryland Capital Management
Maryland
$2.93M -$1.18M -19,808 -29%
VRS
227
Virginia Retirement Systems
Virginia
$2.88M -$112K -1,884 -4%
MSA
228
Mason Street Advisors
Wisconsin
$2.86M +$7.15K +120 +0.3%
OI
229
Oakbrook Investments
Illinois
$2.84M -$513K -8,599 -15%
OTPPB
230
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.82M -$619K -10,392 -18%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$2.79M +$469K +7,860 +20%
PAI
232
Pittenger & Anderson Inc
Nebraska
$2.71M +$610K +10,235 +29%
BCMO
233
Buckingham Capital Management (Ohio)
Ohio
$2.64M -$409K -6,862 -13%
WAM
234
World Asset Management
Michigan
$2.63M -$305K -5,117 -10%
AA
235
ALPS Advisors
Colorado
$2.6M -$135K -2,262 -5%
TRSOTSOK
236
Teachers Retirement System of the State of Kentucky
Kentucky
$2.6M – – –
LS
237
Livforsakringsbolaget Skandia
Sweden
$2.58M +$2.58M +43,245 New
WB
238
WesBanco Bank
West Virginia
$2.48M -$64.6K -1,083 -3%
CCM
239
Chilton Capital Management
Texas
$2.42M -$24.6K -412 -1%
CCM
240
Catawba Capital Management
Virginia
$2.39M -$7.45K -125 -0.3%
AG
241
Aperio Group
California
$2.38M +$2.38M +39,933 New
PDN
242
Pensionfund DSM Netherlands
Netherlands
$2.32M – – –
MOACM
243
Mutual of America Capital Management
New York
$2.28M +$13.7K +230 +0.6%
IWC
244
Integrated Wealth Counsel
California
$2.25M -$229K -3,835 -9%
HC
245
HHG & Company
Connecticut
$2.23M +$308K +5,167 +16%
CIA
246
Capital Investment Advisors
Georgia
$2.21M +$10.8K +182 +0.5%
DADC
247
D.A. Davidson & Co
Montana
$2.2M +$1.23M +20,702 +127%
MAM
248
Mizuho Asset Management
Japan
$2.19M -$199K -3,346 -8%
LMGAM
249
Liberty Mutual Group Asset Management
Massachusetts
$2.09M +$307K +5,157 +17%
Brown Advisory
250
Brown Advisory
Maryland
$2.09M +$2.09M +35,049 New
8 9
10
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