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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 %
PWW
376
Pettyjohn Wood & White
Virginia
$643K -$32.2K -600 -5%
SCA
377
SAC Capital Advisors
Connecticut
$639K +$437K +8,152 +216%
WT
378
Whittier Trust
California
$616K -$100K -1,875 -14%
Robeco Institutional Asset Management
379
Robeco Institutional Asset Management
Netherlands
$616K +$110K +2,058 +22%
OCG
380
Opus Capital Group
Ohio
$596K +$596K +11,120 New
Jones Financial Companies
381
Jones Financial Companies
Missouri
$584K -$190K -3,538 -25%
COPPSERS
382
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$583K -$2.55M -47,669 -81%
RFC
383
Regions Financial Corp
Alabama
$578K +$41.5K +774 +8%
AA
384
AlphaMark Advisors
Kentucky
$572K +$93.8K +1,750 +20%
PCM
385
Parsons Capital Management
Rhode Island
$564K – – –
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$548K +$375 +7 +0.1%
LBIM
387
Land & Buildings Investment Management
Connecticut
$542K +$542K +8,800 New
SONJCPFE
388
State of New Jersey Common Pension Fund E
New Jersey
$536K – – –
AAF
389
Andra AP-fonden
Sweden
$530K -$193K -3,600 -27%
BF
390
BOK Financial
Oklahoma
$508K +$30.8K +575 +6%
CAN
391
Cetera Advisor Networks
California
$503K +$98.7K +1,845 +24%
HighTower Advisors
392
HighTower Advisors
Illinois
$492K +$63.7K +1,189 +15%
BPC
393
Banque Pictet & Cie
Switzerland
$492K +$492K +9,175 New
PCM
394
Prelude Capital Management
New York
$482K +$482K +9,000 New
DL
395
Delta Lloyd
Netherlands
$471K +$64.4K +1,203 +16%
DA
396
Dunvegan Associates
California
$470K -$27.2K -507 -5%
ST
397
Semper Trust
Pennsylvania
$469K -$13.4K -250 -3%
MERSOM
398
Municipal Employees' Retirement System of Michigan
Michigan
$466K – – –
NPC
399
National Planning Corporation
California
$458K -$32.4K -606 -7%
GLRA
400
Gerald L. Ray & Associates
Texas
$453K -$29.5K -550 -6%
14 15
16
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