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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 %
PDN
251
Pensionfund DSM Netherlands
Netherlands
$2.08M – – –
Twin Tree Management
252
Twin Tree Management
Texas
$2.06M +$2.06M +38,459 New
PI
253
Putnam Investments
Massachusetts
$2.05M -$7.88M -147,042 -79%
MOACM
254
Mutual of America Capital Management
New York
$2.03M +$162K +3,027 +9%
CIA
255
Capital Investment Advisors
Georgia
$1.98M +$1.98M +36,901 New
CFN
256
Cordasco Financial Network
Florida
$1.95M +$1.95M +36,420 New
PAI
257
Pittenger & Anderson Inc
Nebraska
$1.89M -$121K -2,255 -6%
AG
258
Aperio Group
California
$1.87M -$2.87M -46,013 Closed
SOAMC
259
Spirit of America Management Corp
New York
$1.84M – – –
RA
260
Rational Advisors
New York
$1.83M -$42.9K -800 -2%
LNB
261
Ledyard National Bank
$1.82M -$1.51M -28,109 -45%
FWCM
262
Ferguson Wellman Capital Management
Oregon
$1.8M -$145K -2,700 -7%
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$1.78M +$214K +4,000 +14%
RCM
264
Riverhead Capital Management
Delaware
$1.77M +$804K +15,038 +84%
Envestnet Asset Management
265
Envestnet Asset Management
Illinois
$1.74M +$310K +5,794 +22%
HC
266
HHG & Company
Connecticut
$1.73M +$66.4K +1,237 +4%
GBA
267
Garrison Bradford & Associates
New York
$1.72M -$10.7K -200 -0.6%
V
268
Veritable
Delaware
$1.69M +$24.9K +464 +1%
AAM
269
Aberdeen Asset Management
United Kingdom
$1.68M – – –
SI
270
SII Investments
Wisconsin
$1.65M +$1.46M +27,330 +752%
BA
271
Bard Associates
Illinois
$1.64M -$40.2K -750 -2%
KFS
272
KMS Financial Services
Washington
$1.64M +$197K +3,678 +14%
SBCM
273
Schwerin Boyle Capital Management
Massachusetts
$1.61M – – –
PC
274
Polar Capital
United Kingdom
$1.61M – – –
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$1.6M +$676K +12,631 +73%
9 10
11
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