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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 %
PMG
301
ProVise Management Group
Florida
$1.23M +$8.89K +166 +0.7%
TMAM
302
Tokio Marine Asset Management
Japan
$1.23M -$94.8K -1,769 -7%
AMI
303
Amica Mutual Insurance
Rhode Island
$1.21M – – –
MM
304
Midas Management
New York
$1.21M +$1.21M +22,500 New
Nomura Holdings
305
Nomura Holdings
Japan
$1.19M -$1.77M -33,115 -60%
CA
306
Cetera Advisors
Colorado
$1.19M +$267K +5,009 +29%
BRWA
307
B. Riley Wealth Advisors
Florida
$1.17M +$17.4K +325 +2%
WTC
308
WhitTier Trust Company
Nevada
$1.16M -$41.2K -770 -3%
MYAM
309
Meiji Yasuda Asset Management
Japan
$1.15M – – –
CTA
310
Chesley Taft & Associates
Illinois
$1.14M +$411K +7,675 +57%
PCM
311
Palouse Capital Management
Washington
$1.13M +$92.1K +1,720 +9%
CB
312
Commerce Bank
Missouri
$1.12M -$2.14K -40 -0.2%
PAG
313
Private Advisor Group
New Jersey
$1.11M +$1.11M +20,664 New
LTFS
314
Ladenburg Thalmann Financial Services
Florida
$1.1M -$88.9K -1,661 -7%
Korea Investment Corp
315
Korea Investment Corp
South Korea
$1.09M -$2.29M -42,700 -68%
Los Angeles Capital Management
316
Los Angeles Capital Management
California
$1.06M -$61.1K -1,140 -5%
TH
317
Timber Hill
Connecticut
$1.04M -$91.6K -1,710 -8%
CP
318
Camelot Portfolios
Ohio
$1.04M +$85.4K +1,594 +9%
PAM
319
Panagora Asset Management
Massachusetts
$1.04M -$78.2K -1,460 -7%
WC
320
Whitney & Co
New York
$1.03M +$338K +6,300 +49%
ST
321
Spinnaker Trust
Maine
$1.02M -$10.8K -201 -1%
MAM
322
Martingale Asset Management
Massachusetts
$1.01M – – –
DMAM
323
Del Mar Asset Management
New York
$1.01M +$1.01M +18,900 New
RTIM
324
Round Table Investment Management
North Carolina
$1M +$1M +18,674 New
TU
325
TDAM USA
Ontario, Canada
$996K +$581K +10,843 +140%
11 12
13
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