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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
226
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.46M +$333K +5,346 +11%
PAI
227
Pittenger & Anderson Inc
Nebraska
$3.42M +$73K +1,170 +2%
GCM
228
Garland Capital Management
Washington
$3.41M -$53K -850 -2%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$3.36M +$60.2K +965 +2%
CAM
230
Carret Asset Management
New York
$3.36M +$71.7K +1,150 +2%
SWP
231
Stratos Wealth Partners
Ohio
$3.33M +$888K +14,229 +36%
APFBOT
232
Amica Pension Fund Board of Trustees
Rhode Island
$3.33M +$1.87M +30,047 +129%
State of Tennessee, Department of Treasury
233
State of Tennessee, Department of Treasury
Tennessee
$3.24M +$168K +2,700 +5%
SM
234
Stratton Management
Pennsylvania
$3.23M -$206K -3,300 -6%
AG
235
Aperio Group
California
$3.18M +$458K +7,336 +17%
Parallax Volatility Advisers
236
Parallax Volatility Advisers
California
$3.18M +$2.15M +34,429 +207%
SG Americas Securities
237
SG Americas Securities
New York
$3.18M -$7.59M -121,777 -70%
BOH
238
Bank of Hawaii
Hawaii
$3.17M +$39.9K +640 +1%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$3.14M +$198K +3,171 +7%
VLKIM
240
Van Lanschot Kempen Investment Management
Netherlands
$3.03M -$49.5K -793 -2%
FAAM
241
First Allied Asset Management
California
$3.02M +$268K +4,380 +10%
MCM
242
Maryland Capital Management
Maryland
$2.94M -$21.2K -340 -0.7%
SCM
243
Sterling Capital Management
North Carolina
$2.92M +$2.43M +38,995 +498%
BCM
244
BTR Capital Management
California
$2.92M -$164K -2,625 -5%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$2.9M +$392K +6,280 +16%
WAM
246
World Asset Management
Michigan
$2.8M -$82.3K -1,320 -3%
CCM
247
Catawba Capital Management
Virginia
$2.79M +$169K +2,710 +6%
TRSOTSOK
248
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M – – –
LS
249
Livforsakringsbolaget Skandia
Sweden
$2.7M – – –
HC
250
HHG & Company
Connecticut
$2.7M +$281K +4,513 +12%
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