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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 %
DCM
351
Decade Capital Management
New York
$784K -$119K -2,000 -13%
AIM
352
abrdn Investment Management
United Kingdom
$764K +$8.28K +139 +1%
CAN
353
Cetera Advisor Networks
California
$751K +$190K +3,192 +34%
Teacher Retirement System of Texas
354
Teacher Retirement System of Texas
Texas
$750K -$233K -3,905 -24%
CI
355
Conning Inc
Connecticut
$750K +$32.2K +540 +4%
KCMRT
356
Kemper Corp Master Retirement Trust
Illinois
$728K +$2.26K +38 +0.3%
ST
357
Spinnaker Trust
Maine
$718K -$412K -6,908 -36%
ADBIC
358
A.D. Beadell Investment Counsel
Wisconsin
$708K -$11.9K -200 -2%
AA
359
AlphaMark Advisors
Kentucky
$687K +$50.4K +845 +8%
AAM
360
Aston Asset Management
Illinois
$686K -$60.3K -1,011 -8%
Robeco Institutional Asset Management
361
Robeco Institutional Asset Management
Netherlands
$686K – – –
OCG
362
Opus Capital Group
Ohio
$684K +$21.4K +360 +3%
SCM
363
Stux Capital Management
New York
$679K -$41.7K -700 -6%
BF
364
BOK Financial
Oklahoma
$679K +$113K +1,897 +20%
DL
365
Delta Lloyd
Netherlands
$679K +$155K +2,599 +30%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$672K +$22.1K +371 +3%
WT
367
Whittier Trust
California
$666K -$20K -335 -3%
CS
368
Comerica Securities
Michigan
$644K +$644K +10,797 New
PCM
369
Parsons Capital Management
Rhode Island
$628K – – –
HFS
370
HL Financial Services
Kentucky
$611K +$117K +1,956 +24%
NPC
371
National Planning Corporation
California
$600K +$86.9K +1,452 +17%
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$596K -$13.5K -226 -2%
SONJCPFE
373
State of New Jersey Common Pension Fund E
New Jersey
$596K – – –
MERSOM
374
Municipal Employees' Retirement System of Michigan
Michigan
$584K +$65.6K +1,100 +13%
RFC
375
Regions Financial Corp
Alabama
$555K -$87.4K -1,468 -14%
13 14
15
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