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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 %
SOAMC
251
Spirit of America Management Corp
New York
$2.14M – – –
FIM
252
Friedberg Investment Management
Texas
$2.09M -$116K -1,860 -5%
GBA
253
Garrison Bradford & Associates
New York
$2.02M – – –
AAM
254
Aberdeen Asset Management
United Kingdom
$1.97M – – –
BA
255
Bard Associates
Illinois
$1.96M -$18K -289 -0.9%
FB
256
Fulton Bank
Pennsylvania
$1.96M +$24.1K +386 +1%
V
257
Veritable
Delaware
$1.94M -$1.75K -28 -0.1%
HC
258
HHG & Company
Connecticut
$1.93M +$49.8K +802 +3%
William Blair & Company
259
William Blair & Company
Illinois
$1.93M -$41.9K -671 -2%
AAIM
260
American Assets Investment Management
California
$1.9M +$487K +7,800 +34%
NAM
261
NTV Asset Management
West Virginia
$1.9M – – –
FA
262
FMA Advisory
Pennsylvania
$1.89M -$31.9K -511 -2%
SBCM
263
Schwerin Boyle Capital Management
Massachusetts
$1.87M – – –
ACM
264
Azimuth Capital Management
Michigan
$1.87M +$242K +3,875 +15%
ANI
265
American National Insurance
Texas
$1.83M – – –
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$1.82M +$182K +2,921 +11%
RA
267
RMR Advisors
Massachusetts
$1.82M – – –
BG
268
Bollard Group
Massachusetts
$1.77M +$18.3K +294 +1%
PAM
269
Private Asset Management
California
$1.75M -$40.6K -650 -2%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$1.75M +$1M +16,101 +134%
FAM
271
Fred Alger Management
New York
$1.73M -$15.6K -250 -0.9%
FCBT
272
First Citizens Bank & Trust
North Carolina
$1.68M -$65.1K -1,044 -4%
KFS
273
KMS Financial Services
Washington
$1.68M +$167K +2,673 +11%
ICOA
274
Investment Centers of America
North Dakota
$1.67M +$481K +7,633 +41%
Envestnet Asset Management
275
Envestnet Asset Management
Illinois
$1.66M +$314K +5,038 +23%
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