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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
251
Riverhead Capital Management
Delaware
$2.09M +$117K +1,954 +6%
SOAMC
252
Spirit of America Management Corp
New York
$2.04M – – –
PI
253
Putnam Investments
Massachusetts
$2.02M -$255K -4,285 -11%
Truist Financial
254
Truist Financial
North Carolina
$2.02M -$558K -9,365 -22%
FWCM
255
Ferguson Wellman Capital Management
Oregon
$2M -$6.79K -114 -0.3%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.99M +$11.9K +200 +0.6%
Envestnet Asset Management
257
Envestnet Asset Management
Illinois
$1.98M +$47.8K +802 +2%
William Blair & Company
258
William Blair & Company
Illinois
$1.97M +$231K +3,877 +13%
ACM
259
Azimuth Capital Management
Michigan
$1.96M +$230K +3,855 +13%
GBA
260
Garrison Bradford & Associates
New York
$1.92M +$5.96K +100 +0.3%
HCM
261
Hengehold Capital Management
Ohio
$1.86M +$245K +4,108 +15%
AAM
262
Aberdeen Asset Management
United Kingdom
$1.85M -$23.8K -400 -1%
BA
263
Bard Associates
Illinois
$1.82M -$4.83K -81 -0.3%
KFS
264
KMS Financial Services
Washington
$1.82M -$7.21K -121 -0.4%
FA
265
FMA Advisory
Pennsylvania
$1.81M +$44.7K +750 +3%
SBCM
266
Schwerin Boyle Capital Management
Massachusetts
$1.79M – – –
PC
267
Polar Capital
United Kingdom
$1.79M – – –
NAM
268
NTV Asset Management
West Virginia
$1.78M – – –
CFN
269
Cordasco Financial Network
Florida
$1.78M -$389K -6,530 -18%
Fiera Capital (Canada)
270
Fiera Capital (Canada)
Quebec, Canada
$1.78M +$129K +2,165 +8%
FIM
271
Friedberg Investment Management
Texas
$1.77M +$8.34K +140 +0.5%
ANI
272
American National Insurance
Texas
$1.75M – – –
PMG
273
ProVise Management Group
Florida
$1.74M +$375K +6,301 +27%
RA
274
RMR Advisors
Massachusetts
$1.74M – – –
NL
275
NWAM LLC
Washington
$1.74M +$1.74M +44,849 New
9 10
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