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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 %
CCM
251
Catawba Capital Management
Virginia
$2.63M +$118K +1,888 +5%
MOACM
252
Mutual of America Capital Management
New York
$2.52M +$130K +2,070 +5%
Janus Henderson Group
253
Janus Henderson Group
United Kingdom
$2.52M -$37.9M -605,106 -94%
SWP
254
Stratos Wealth Partners
Ohio
$2.46M +$2.46M +39,220 New
HighTower Advisors
255
HighTower Advisors
Illinois
$2.44M +$2M +31,937 +454%
PDN
256
Pensionfund DSM Netherlands
Netherlands
$2.44M – – –
HC
257
HHG & Company
Connecticut
$2.43M +$81.4K +1,298 +3%
VKH
258
Virtu KCG Holdings
New York
$2.42M +$2.42M +38,547 New
ACM
259
Azimuth Capital Management
Michigan
$2.37M +$310K +4,940 +15%
WB
260
WesBanco Bank
West Virginia
$2.34M -$267K -4,262 -10%
BCMO
261
Buckingham Capital Management (Ohio)
Ohio
$2.31M -$464K -7,407 -17%
CIA
262
Capital Investment Advisors
Georgia
$2.3M -$20.7K -330 -0.9%
Truist Financial
263
Truist Financial
North Carolina
$2.27M +$141K +2,247 +7%
OPERF
264
Oregon Public Employees Retirement Fund
Oregon
$2.19M +$100K +1,600 +5%
Brown Advisory
265
Brown Advisory
Maryland
$2.18M -$16K -255 -0.7%
SOAMC
266
Spirit of America Management Corp
New York
$2.15M – – –
FWCM
267
Ferguson Wellman Capital Management
Oregon
$2.15M +$42.6K +679 +2%
AAF
268
Andra AP-fonden
Sweden
$2.14M +$1.7M +27,200 +394%
LMGAM
269
Liberty Mutual Group Asset Management
Massachusetts
$2.12M -$78.7K -1,256 -4%
William Blair & Company
270
William Blair & Company
Illinois
$2.11M +$46.4K +740 +2%
MAM
271
Mizuho Asset Management
Japan
$2.06M -$243K -3,882 -11%
QCM
272
Quadrant Capital Management
New Jersey
$2.03M +$2.03M +32,428 New
GBA
273
Garrison Bradford & Associates
New York
$2.02M – – –
PMG
274
ProVise Management Group
Florida
$2.02M +$183K +2,912 +10%
Envestnet Asset Management
275
Envestnet Asset Management
Illinois
$2.01M -$69.4K -1,107 -3%
9 10
11
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