WELL icon

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 %
PA
276
Profund Advisors
Maryland
$1.98M +$454K +7,245 +30%
HCM
277
Hengehold Capital Management
Ohio
$1.97M +$18.1K +289 +0.9%
PAG
278
Private Advisor Group
New Jersey
$1.97M +$709K +11,312 +56%
FA
279
FMA Advisory
Pennsylvania
$1.9M -$8.52K -136 -0.4%
BA
280
Bard Associates
Illinois
$1.9M -$18.8K -300 -1%
PC
281
Polar Capital
United Kingdom
$1.88M – – –
SBCM
282
Schwerin Boyle Capital Management
Massachusetts
$1.88M – – –
NAM
283
NTV Asset Management
West Virginia
$1.87M – – –
FIM
284
Friedberg Investment Management
Texas
$1.87M – – –
BG
285
Bollard Group
Massachusetts
$1.84M +$20.2K +322 +1%
ANI
286
American National Insurance
Texas
$1.84M – – –
RA
287
RMR Advisors
Massachusetts
$1.83M – – –
RJT
288
Raymond James Trust
Florida
$1.81M -$16K -256 -0.9%
DILH
289
Dai-ichi Life Holdings
Japan
$1.8M +$1.32M +21,003 +272%
CFN
290
Cordasco Financial Network
Florida
$1.79M -$85.9K -1,371 -5%
KFS
291
KMS Financial Services
Washington
$1.78M -$135K -2,150 -7%
SI
292
SII Investments
Wisconsin
$1.76M -$48.3K -769 -3%
QT
293
Quantbot Technologies
New York
$1.73M +$1.73M +27,616 New
Nisa Investment Advisors
294
Nisa Investment Advisors
Missouri
$1.73M -$50.1K -800 -3%
PAM
295
Princeton Alpha Management
New Jersey
$1.72M +$1.72M +27,383 New
CA
296
Cetera Advisors
Colorado
$1.71M +$119K +1,890 +7%
CAN
297
Cetera Advisor Networks
California
$1.7M +$902K +14,334 +114%
V
298
Veritable
Delaware
$1.69M -$122K -1,943 -7%
FAM
299
Fred Alger Management
New York
$1.69M – – –
F
300
Filament
Washington
$1.69M -$2.06M -32,873 -55%
10 11
12
13 14