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Welltower
WELL

Overview Fund Activity

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Carret Asset Management
New York
$3.3M +$91.5K +1,460 +3%
BREA
227
Barings Real Estate Advisers
Connecticut
$3.26M -$50.5K -806 -2%
1832 Asset Management
228
1832 Asset Management
Ontario, Canada
$3.23M – – –
DADC
229
D.A. Davidson & Co
Montana
$3.19M +$873K +13,943 +38%
BOH
230
Bank of Hawaii
Hawaii
$3.15M -$186K -2,964 -6%
OTPPB
231
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.14M +$180K +2,876 +6%
BCM
232
BTR Capital Management
California
$3.1M -$1.18M -18,825 -28%
OI
233
Oakbrook Investments
Illinois
$3.1M +$107K +1,700 +4%
VLKIM
234
Van Lanschot Kempen Investment Management
Netherlands
$3.09M -$445K -7,095 -13%
State of Tennessee, Department of Treasury
235
State of Tennessee, Department of Treasury
Tennessee
$3.08M – – –
CC
236
Cipher Capital
New York
$3.06M +$1.55M +24,688 +102%
MCM
237
Maryland Capital Management
Maryland
$2.98M -$99K -1,580 -3%
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$2.95M +$20.1K +320 +0.7%
Arrowstreet Capital
239
Arrowstreet Capital
Massachusetts
$2.91M +$2.91M +46,433 New
WAM
240
World Asset Management
Michigan
$2.89M +$126K +2,007 +5%
FAAM
241
First Allied Asset Management
California
$2.79M +$2.79M +45,025 New
PI
242
Putnam Investments
Massachusetts
$2.79M +$658K +10,496 +31%
AG
243
Aperio Group
California
$2.74M +$236K +3,761 +9%
TRSOTSOK
244
Teachers Retirement System of the State of Kentucky
Kentucky
$2.73M – – –
LS
245
Livforsakringsbolaget Skandia
Sweden
$2.71M – – –
UOC
246
UBS O'Connor
Illinois
$2.71M +$2.71M +43,194 New
AA
247
ALPS Advisors
Colorado
$2.69M -$44.5K -710 -2%
TAM
248
Telluride Asset Management
Minnesota
$2.66M +$984K +15,700 +59%
RCM
249
Riverhead Capital Management
Delaware
$2.64M +$446K +7,118 +20%
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$2.63M +$1.52M +24,270 +137%
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