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Welltower
WELL

Overview Fund Activity

513 hedge funds and large institutions have $17.1B invested in Welltower in 2013 Q2 according to their latest regulatory filings, with 513 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+513
Holders Change %
–
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.78%
New
513
Increased
–
Reduced
–
Closed
–
Calls
$39.8M
Puts
$37.3M
Net Calls
+$2.54M
Net Calls Change
+$2.54M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
401
Glenmede Trust
Pennsylvania
$361K +$361K +5,400 New
SSG
402
Summit Securities Group
New York
$355K +$355K +5,300 New
QBFM
403
QS Batterymarch Financial Management
New York
$347K +$347K +5,165 New
1GA
404
1st Global Advisors
Texas
$337K +$337K +5,033 New
SC
405
Scotia Capital
Ontario, Canada
$333K +$333K +4,985 New
TWI
406
Thomas White International
Illinois
$328K +$328K +4,900 New
IHL
407
Investment House LLC
California
$322K +$322K +4,800 New
PAA
408
Peregrine Asset Advisers
Oregon
$315K +$315K +4,700 New
CB
409
Chemical Bank
Michigan
$315K +$315K +4,705 New
SFSIG
410
San Francisco Sentry Investment Group
California
$310K +$310K +4,625 New
CI
411
Constellation Investments
Ohio
$308K +$308K +4,600 New
IB
412
Intrust Bank
Kansas
$304K +$304K +4,539 New
OPCM
413
Osborne Partners Capital Management
California
$302K +$302K +4,507 New
TAM
414
Trillium Asset Management
Massachusetts
$299K +$299K +4,460 New
RT
415
Reliance Trust
Georgia
$297K +$297K +4,432 New
CS
416
Comerica Securities
Michigan
$295K +$295K +4,406 New
GVT
417
Genesee Valley Trust
New York
$292K +$292K +4,350 New
Allianz Asset Management
418
Allianz Asset Management
Germany
$277K +$277K +4,140 New
PFP
419
Pinnacle Financial Partners
Tennessee
$276K +$276K +4,105 New
ALA
420
Atherton Lane Advisers
California
$275K +$275K +4,100 New
BTNA
421
Bremer Trust National Association
Minnesota
$275K +$275K +4,109 New
MAM
422
Mastrapasqua Asset Management
Tennessee
$265K +$265K +3,955 New
SFG
423
SNS Financial Group
Minnesota
$259K +$259K +3,868 New
FTIOP
424
Fiduciary Trust International of Pennsylvania
Pennsylvania
$257K +$257K +3,841 New
Bank of Nova Scotia
425
Bank of Nova Scotia
Ontario, Canada
$256K +$256K +3,813 New
15 16
17
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