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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
301
B. Riley Wealth Advisors
Florida
$1.34M +$42.3K +710 +3%
MM
302
Midas Management
New York
$1.34M – – –
AAIM
303
American Assets Investment Management
California
$1.34M +$885K +14,859 +195%
PCM
304
Palouse Capital Management
Washington
$1.32M +$62.9K +1,055 +5%
LCM
305
Liberty Capital Management
Michigan
$1.31M -$59.6K -1,000 -4%
WKWM
306
Walter & Keenan Wealth Management
Indiana
$1.3M +$1.3M +21,874 New
TMAM
307
Tokio Marine Asset Management
Japan
$1.28M -$83.4K -1,400 -6%
OC
308
Oppenheimer & Co
New York
$1.28M +$854K +14,330 +203%
MYAM
309
Meiji Yasuda Asset Management
Japan
$1.24M -$47.7K -800 -4%
PAM
310
Panagora Asset Management
Massachusetts
$1.24M +$82.8K +1,390 +7%
WTC
311
WhitTier Trust Company
Nevada
$1.23M -$56.6K -950 -4%
Los Angeles Capital Management
312
Los Angeles Capital Management
California
$1.21M +$29.8K +500 +3%
TU
313
TDAM USA
Ontario, Canada
$1.21M +$103K +1,728 +9%
CAM
314
Capstone Asset Management
Texas
$1.21M -$422K -7,080 -26%
PAG
315
Private Advisor Group
New Jersey
$1.2M -$30.3K -509 -2%
WAM
316
Wolverine Asset Management
Illinois
$1.2M -$1.78M -29,909 -60%
FAAS
317
First Allied Advisory Services
California
$1.16M +$241K +4,022 +26%
FNBOO
318
First National Bank of Omaha
Nebraska
$1.16M +$336K +5,638 +41%
WC
319
Whitney & Co
New York
$1.15M +$8.94K +150 +0.8%
Allianz Asset Management
320
Allianz Asset Management
Germany
$1.13M +$167K +2,800 +17%
BHC
321
Bowen Hanes & Co
Florida
$1.08M +$212K +3,550 +24%
RMCM
322
Reynders McVeigh Capital Management
Massachusetts
$1.06M +$28.3K +475 +3%
CB
323
Commerce Bank
Missouri
$1.06M -$192K -3,215 -15%
Schroder Investment Management Group
324
Schroder Investment Management Group
United Kingdom
$1.06M – – –
PL
325
Perpetual Ltd
Australia
$1.06M -$14.5K -244 -1%
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