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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 %
CTA
301
Chesley Taft & Associates
Illinois
$1.68M +$180K +2,875 +12%
LNB
302
Ledyard National Bank
$1.64M -$67.1K -1,070 -4%
EIA
303
Edgemoor Investment Advisors
Maryland
$1.63M +$91.5K +1,460 +6%
EAM
304
EULAV Asset Management
Florida
$1.59M – – –
CBOA
305
Commonwealth Bank of Australia
Australia
$1.58M -$54.7M -872,392 -97%
LTFS
306
Ladenburg Thalmann Financial Services
Florida
$1.55M +$88.3K +1,407 +6%
Zurich Cantonal Bank
307
Zurich Cantonal Bank
Switzerland
$1.52M -$1.96M -31,273 -56%
LSERS
308
Louisiana State Employees Retirement System
Louisiana
$1.5M +$62.7K +1,000 +4%
BA
309
BlackRock Advisors
Delaware
$1.49M +$603K +9,628 +68%
ICOA
310
Investment Centers of America
North Dakota
$1.48M -$183K -2,909 -11%
CP
311
Camelot Portfolios
Ohio
$1.48M -$48.8K -779 -3%
APFBOT
312
Amica Pension Fund Board of Trustees
Rhode Island
$1.46M – – –
FB
313
Fulton Bank
Pennsylvania
$1.44M +$689 +11 +0%
PCM
314
Palouse Capital Management
Washington
$1.43M +$40.4K +645 +3%
DPIM
315
Duff & Phelps Investment Management
Illinois
$1.43M -$16.1M -256,620 -92%
AMI
316
Amica Mutual Insurance
Rhode Island
$1.42M – – –
MM
317
Midas Management
New York
$1.41M – – –
AAIM
318
American Assets Investment Management
California
$1.41M -$3.13K -50 -0.2%
BRWA
319
B. Riley Wealth Advisors
Florida
$1.37M +$668K +21,507 +95%
TMAM
320
Tokio Marine Asset Management
Japan
$1.35M – – –
HT
321
HAP Trading
New York
$1.34M +$1.34M +21,417 New
OC
322
Oppenheimer & Co
New York
$1.34M -$1.19K -19 -0.1%
WKWM
323
Walter & Keenan Wealth Management
Indiana
$1.34M -$33.6K -537 -2%
Los Angeles Capital Management
324
Los Angeles Capital Management
California
$1.33M +$55.3K +883 +4%
TU
325
TDAM USA
Ontario, Canada
$1.31M +$37.5K +599 +3%
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