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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
351
Maple Capital Management
Vermont
$1.02M +$29.6K +475 +3%
Nomura Holdings
352
Nomura Holdings
Japan
$1.01M +$545K +8,726 +118%
Allianz Asset Management
353
Allianz Asset Management
Germany
$991K +$68.5K +1,098 +7%
CPS
354
Counsel Portfolio Services
Ontario, Canada
$983K +$983K +15,753 New
WRM
355
Westport Resources Management
Connecticut
$976K +$119K +1,906 +14%
ICAS
356
Investors Capital Advisory Services
Massachusetts
$971K +$59.5K +955 +7%
EVM
357
Eaton Vance Management
Massachusetts
$954K – – –
LCM
358
Landscape Capital Management
New Jersey
$948K +$686K +11,000 +262%
HT
359
HAP Trading
New York
$934K -$402K -6,441 -30%
BHC
360
Bowen Hanes & Co
Florida
$928K – – –
TU
361
TDAM USA
Ontario, Canada
$918K -$386K -6,196 -30%
BO
362
BRR OpCo
Ohio
$915K -$27.7K -445 -3%
WPP
363
Whalerock Point Partners
Rhode Island
$907K – – –
KT
364
Kanaly Trust
Texas
$897K +$23.8K +381 +3%
WAM
365
Wolverine Asset Management
Illinois
$896K -$323K -5,186 -27%
DL
366
Delta Lloyd
Netherlands
$887K +$177K +2,832 +25%
Jones Financial Companies
367
Jones Financial Companies
Missouri
$878K +$77.4K +1,239 +10%
KCMRT
368
Kemper Corp Master Retirement Trust
Illinois
$877K +$131K +2,100 +18%
BCM
369
Bluefin Capital Management
New York
$860K +$860K +13,783 New
AIM
370
abrdn Investment Management
United Kingdom
$845K +$38.7K +621 +5%
CA
371
Continental Advisors
Utah
$842K +$842K +13,500 New
BF
372
BOK Financial
Oklahoma
$829K +$157K +2,525 +23%
IOOF
373
Independent Order of Foresters
Ontario, Canada
$828K – – –
CI
374
Conning Inc
Connecticut
$825K +$49.9K +800 +6%
DnB Asset Management
375
DnB Asset Management
Norway
$825K +$137K +2,200 +20%
13 14
15
16 17