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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
+$53M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$52.3M
3
Barclays
Barclays
United Kingdom
+$50.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$43.7M
5
SAMC
Shinko Asset Management Company
Japan
+$36.9M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$351M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$56.4M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$43.1M
4
BFA
BlackRock Fund Advisors
California
-$32.7M
5
Bank of America
Bank of America
North Carolina
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
276
NTV Asset Management
West Virginia
$1.6M -$29.5K -550 -2%
FA
277
FMA Advisory
Pennsylvania
$1.59M -$34.7K -647 -2%
FIM
278
Friedberg Investment Management
Texas
$1.59M -$205K -3,820 -11%
GCA
279
Gideon Capital Advisors
New York
$1.58M +$1.58M +29,424 New
ANI
280
American National Insurance
Texas
$1.57M – – –
RA
281
RMR Advisors
Massachusetts
$1.56M – – –
William Blair & Company
282
William Blair & Company
Illinois
$1.56M -$97.2K -1,815 -6%
ACM
283
Azimuth Capital Management
Michigan
$1.56M -$49.3K -920 -3%
BG
284
Bollard Group
Massachusetts
$1.54M +$17.1K +320 +1%
FAM
285
Fred Alger Management
New York
$1.48M – – –
Fiera Capital (Canada)
286
Fiera Capital (Canada)
Quebec, Canada
$1.48M +$1.48M +27,610 New
CAM
287
Capstone Asset Management
Texas
$1.47M -$887K -16,564 -38%
RJT
288
Raymond James Trust
Florida
$1.46M +$35.2K +657 +2%
HCM
289
Hengehold Capital Management
Ohio
$1.45M +$275K +5,136 +23%
EIA
290
Edgemoor Investment Advisors
Maryland
$1.37M +$20.1K +375 +1%
EAM
291
EULAV Asset Management
Florida
$1.36M +$214K +4,000 +19%
AWCI
292
Alpine Woods Capital Investors
New York
$1.36M – – –
NG
293
NatWest Group
United Kingdom
$1.31M +$260K +4,847 +25%
FB
294
Fulton Bank
Pennsylvania
$1.3M -$378K -7,054 -22%
FCAM
295
F&C Asset Management
United Kingdom
$1.3M +$315K +5,881 +32%
KRS
296
Kentucky Retirement Systems
Kentucky
$1.28M +$857 +16 +0.1%
PA
297
Profund Advisors
Maryland
$1.26M -$48.4K -904 -4%
APFBOT
298
Amica Pension Fund Board of Trustees
Rhode Island
$1.25M – – –
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$1.24M +$1.24M +23,200 New
LCM
300
Liberty Capital Management
Michigan
$1.24M +$2.68K +50 +0.2%
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