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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 %
VKH
351
Virtu KCG Holdings
New York
$792K +$444K +8,292 +128%
BHC
352
Bowen Hanes & Co
Florida
$784K -$1.08M -20,110 -58%
MSU
353
Maple Securities USA
New Jersey
$776K +$776K +14,495 New
NIM
354
NuWave Investment Management
New Jersey
$770K +$770K +14,378 New
BO
355
BRR OpCo
Ohio
$763K -$1.61K -30 -0.2%
BA
356
BlackRock Advisors
Delaware
$756K -$270K -5,031 -26%
SCM
357
Sterneck Capital Management
Missouri
$750K +$750K +14,000 New
TCM
358
Telos Capital Management
California
$749K +$749K +13,973 New
MCM
359
Maple Capital Management
Vermont
$748K +$134K +2,500 +22%
PAM
360
Princeton Alpha Management
New Jersey
$741K +$741K +13,839 New
FNBOO
361
First National Bank of Omaha
Nebraska
$737K +$8.09K +151 +1%
KT
362
Kanaly Trust
Texas
$730K +$730K +13,622 New
BWP
363
Baldwin Wealth Partners
Massachusetts
$725K -$306K -5,711 -30%
ACP
364
Ashfield Capital Partners
California
$719K +$11.9K +222 +2%
Creative Planning
365
Creative Planning
Kansas
$711K -$5.41K -101 -0.8%
ISL
366
Ingalls & Snyder LLC
New York
$699K – – –
AIM
367
abrdn Investment Management
United Kingdom
$679K -$27M -504,328 -98%
ICOA
368
Investment Centers of America
North Dakota
$676K -$993K -15,727 -59%
AAM
369
Aston Asset Management
Illinois
$670K +$91.9K +1,716 +16%
WPP
370
Whalerock Point Partners
Rhode Island
$666K +$666K +12,450 New
TYCC
371
Texas Yale Capital Corp
Florida
$660K -$203K -3,790 -24%
KCMRT
372
Kemper Corp Master Retirement Trust
Illinois
$652K +$16.1K +300 +3%
SCM
373
Stux Capital Management
New York
$648K +$16.1K +300 +3%
ADBIC
374
A.D. Beadell Investment Counsel
Wisconsin
$647K +$647K +12,090 New
CI
375
Conning Inc
Connecticut
$646K +$80.4K +1,500 +14%
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