WELL icon

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 %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$36.7K -586 -3%
MCM
352
Maple Capital Management
Vermont
$997K +$25.1K +400 +3%
CCM
353
Crossvault Capital Management
Texas
$990K -$15.7K -250 -2%
Robeco Institutional Asset Management
354
Robeco Institutional Asset Management
Netherlands
$982K +$260K +4,154 +36%
TYCC
355
Texas Yale Capital Corp
Florida
$970K +$85.5K +1,365 +10%
EVM
356
Eaton Vance Management
Massachusetts
$958K -$17K -272 -2%
Two Sigma Advisers
357
Two Sigma Advisers
New York
$958K +$958K +15,293 New
LNC
358
Lincoln National Corp
Pennsylvania
$952K +$51.7K +825 +6%
BO
359
BRR OpCo
Ohio
$948K +$627 +10 +0.1%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$940K +$727K +11,602 +342%
BHC
361
Bowen Hanes & Co
Florida
$933K -$207K -3,300 -18%
Allianz Asset Management
362
Allianz Asset Management
Germany
$926K -$265K -4,236 -22%
SIM
363
Sentry Investment Management
Wisconsin
$923K -$67.7K -1,079 -7%
ICAS
364
Investors Capital Advisory Services
Massachusetts
$916K +$2.44K +39 +0.3%
WPP
365
Whalerock Point Partners
Rhode Island
$911K – – –
CSS
366
Cubist Systematic Strategies
Connecticut
$910K +$910K +14,521 New
PAM
367
Panagora Asset Management
Massachusetts
$895K -$404K -6,447 -31%
DCM
368
Dynamic Capital Management
Jersey
$882K +$882K +14,066 New
KT
369
Kanaly Trust
Texas
$877K +$26.2K +419 +3%
WRM
370
Westport Resources Management
Connecticut
$862K +$358K +5,705 +71%
IOOF
371
Independent Order of Foresters
Ontario, Canada
$832K -$251K -4,000 -23%
BWP
372
Baldwin Wealth Partners
Massachusetts
$829K – – –
Creative Planning
373
Creative Planning
Kansas
$814K -$20.9K -334 -3%
AIM
374
abrdn Investment Management
United Kingdom
$810K +$6.77K +108 +0.8%
Jones Financial Companies
375
Jones Financial Companies
Missouri
$804K +$97.7K +1,559 +14%
13 14
15
16 17