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Welltower
WELL

Overview Fund Activity

513 hedge funds and large institutions have $17.1B invested in Welltower in 2013 Q2 according to their latest regulatory filings, with 513 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+513
Holders Change %
–
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.78%
New
513
Increased
–
Reduced
–
Closed
–
Calls
$39.8M
Puts
$37.3M
Net Calls
+$2.54M
Net Calls Change
+$2.54M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
276
Winton Capital Management
United Kingdom
$1.7M +$1.7M +25,383 New
EIA
277
Edgemoor Investment Advisors
Maryland
$1.7M +$1.7M +25,280 New
LTFS
278
Ladenburg Thalmann Financial Services
Florida
$1.68M +$1.68M +25,008 New
Teacher Retirement System of Texas
279
Teacher Retirement System of Texas
Texas
$1.66M +$1.66M +24,700 New
TMAM
280
Tokio Marine Asset Management
Japan
$1.65M +$1.65M +24,631 New
KFS
281
KMS Financial Services
Washington
$1.63M +$1.63M +24,268 New
RJT
282
Raymond James Trust
Florida
$1.62M +$1.62M +24,198 New
MBT
283
Monroe Bank & Trust
Michigan
$1.6M +$1.6M +23,886 New
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$1.59M +$1.59M +23,722 New
HNB
285
Huntington National Bank
Ohio
$1.56M +$1.56M +23,288 New
LCM
286
Liberty Capital Management
Michigan
$1.53M +$1.53M +22,855 New
APFBOT
287
Amica Pension Fund Board of Trustees
Rhode Island
$1.53M +$1.53M +22,760 New
WTC
288
WhitTier Trust Company
Nevada
$1.52M +$1.52M +22,715 New
AAIM
289
American Assets Investment Management
California
$1.52M +$1.52M +22,717 New
BRWA
290
B. Riley Wealth Advisors
Florida
$1.49M +$1.49M +22,256 New
EAM
291
EULAV Asset Management
Florida
$1.48M +$1.48M +22,000 New
WHG
292
Westwood Holdings Group
Texas
$1.45M +$1.45M +21,600 New
Envestnet Asset Management
293
Envestnet Asset Management
Illinois
$1.45M +$1.45M +21,602 New
HCM
294
Hengehold Capital Management
Ohio
$1.45M +$1.45M +21,592 New
PMG
295
ProVise Management Group
Florida
$1.44M +$1.44M +21,510 New
MYAM
296
Meiji Yasuda Asset Management
Japan
$1.42M +$1.42M +21,103 New
CB
297
Commerce Bank
Missouri
$1.41M +$1.41M +21,009 New
CK
298
Carnick & Kubik
Colorado
$1.4M +$1.4M +20,850 New
HM
299
HealthCor Management
New York
$1.39M +$1.39M +20,700 New
TCM
300
Telos Capital Management
California
$1.38M +$1.38M +20,584 New
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