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 %
AB
401
Amalgamated Bank
New York
$542K +$108K +1,726 +25%
FBT
402
Founders Bank & Trust
Michigan
$539K +$10.5K +168 +2%
GLRA
403
Gerald L. Ray & Associates
Texas
$529K – – –
JIC
404
Johnson Investment Counsel
Ohio
$526K +$46.3K +740 +10%
ST
405
Semper Trust
Pennsylvania
$523K -$3.13K -50 -0.6%
LIA
406
LS Investment Advisors
Michigan
$520K -$6.21K -99 -1%
WDA
407
Wendell David Associates
New Hampshire
$517K – – –
NCCM
408
Nine Chapters Capital Management
New Jersey
$514K +$514K +8,200 New
DA
409
Dunvegan Associates
California
$510K – – –
SCM
410
Sterling Capital Management
North Carolina
$490K +$490K +7,825 New
GT
411
Glenmede Trust
Pennsylvania
$488K +$125K +2,000 +34%
CCM
412
Cadence Capital Management
Massachusetts
$484K -$484K -7,727 -50%
CEP
413
Chicago Equity Partners
Illinois
$476K – – –
CIC
414
Carnegie Investment Counsel
Ohio
$472K +$15.7K +250 +3%
GHAM
415
Gilman Hill Asset Management
Connecticut
$471K -$15.7K -250 -3%
NYLIM
416
New York Life Investment Management
New York
$464K +$464K +7,400 New
Nomura Holdings
417
Nomura Holdings
Japan
$463K -$2.89M -46,092 -86%
OA
418
OFI Advisors
Pennsylvania
$462K +$84.1K +1,342 +22%
Axa
419
Axa
France
$458K +$188 +3 +0%
CB
420
Chemical Bank
Michigan
$455K +$11K +176 +2%
HFS
421
HL Financial Services
Kentucky
$453K -$189K -3,016 -29%
MG
422
MDE Group
New Jersey
$448K – – –
ANRIA
423
American National Registered Investment Advisor
Texas
$443K – – –
HH
424
Hilltop Holdings
Texas
$440K +$80.4K +1,282 +22%
B
425
Bailard
California
$439K +$439K +7,000 New
15 16
17
18 19