WELL icon

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 %
MOACM
251
Mutual of America Capital Management
New York
$2.69M +$183K +2,938 +7%
AA
252
ALPS Advisors
Colorado
$2.64M -$36.3K -582 -1%
ACM
253
Azimuth Capital Management
Michigan
$2.58M +$221K +3,550 +9%
CC
254
Cipher Capital
New York
$2.47M -$581K -9,318 -19%
PDN
255
Pensionfund DSM Netherlands
Netherlands
$2.42M – – –
MAM
256
Mizuho Asset Management
Japan
$2.42M +$369K +5,917 +18%
GCP
257
GSA Capital Partners
United Kingdom
$2.4M -$1.49M -23,917 -38%
FWCM
258
Ferguson Wellman Capital Management
Oregon
$2.3M +$162K +2,597 +8%
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$2.28M +$99.8K +1,600 +5%
GCA
260
Gideon Capital Advisors
New York
$2.25M -$1.57M -25,147 -41%
CIA
261
Capital Investment Advisors
Georgia
$2.21M -$86.2K -1,382 -4%
WB
262
WesBanco Bank
West Virginia
$2.18M -$149K -2,391 -6%
Fiera Capital (Canada)
263
Fiera Capital (Canada)
Quebec, Canada
$2.18M +$2.18M +34,935 New
PAG
264
Private Advisor Group
New Jersey
$2.16M +$194K +3,116 +10%
SOAMC
265
Spirit of America Management Corp
New York
$2.14M – – –
LMGAM
266
Liberty Mutual Group Asset Management
Massachusetts
$2.13M +$16.1K +258 +0.8%
PMG
267
ProVise Management Group
Florida
$2.12M +$118K +1,893 +6%
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$2.12M +$112K +1,792 +6%
Truist Financial
269
Truist Financial
North Carolina
$2.09M -$163K -2,621 -7%
PCM
270
Palisade Capital Management
New Jersey
$2.09M +$931K +14,924 +80%
William Blair & Company
271
William Blair & Company
Illinois
$2.08M -$18.7K -300 -0.9%
QCM
272
Quadrant Capital Management
New Jersey
$2.06M +$37.4K +600 +2%
Brown Advisory
273
Brown Advisory
Maryland
$2.05M -$125K -2,000 -6%
AWCI
274
Alpine Woods Capital Investors
New York
$2.05M -$99.8K -1,600 -5%
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$2.03M +$1.42M +22,784 +232%
9 10
11
12 13