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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 %
FBT
401
Founders Bank & Trust
Michigan
$573K +$35.8K +573 +7%
BPC
402
Banque Pictet & Cie
Switzerland
$572K – – –
FWIA
403
Fort Washington Investment Advisors
Ohio
$555K +$268K +4,300 +93%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$548K -$28.6K -533 -5%
MIAN
405
Mariner Independent Advisor Network
Kansas
$545K +$545K +8,741 New
ARMT
406
Amica Retiree Medical Trust
Rhode Island
$528K +$291K +4,663 +123%
HH
407
Hilltop Holdings
Texas
$527K +$89.8K +1,440 +21%
LIA
408
LS Investment Advisors
Michigan
$525K +$7.79K +125 +2%
OA
409
OFI Advisors
Pennsylvania
$521K +$60.9K +975 +13%
KBC Group
410
KBC Group
Belgium
$519K -$6.89M -110,448 -93%
HFS
411
HL Financial Services
Kentucky
$511K +$60.5K +971 +13%
RFC
412
Regions Financial Corp
Alabama
$510K -$61.7K -991 -11%
WDA
413
Wendell David Associates
New Hampshire
$508K – – –
DA
414
Dunvegan Associates
California
$507K – – –
JIC
415
Johnson Investment Counsel
Ohio
$505K -$18.7K -300 -4%
GLRA
416
Gerald L. Ray & Associates
Texas
$496K -$31.2K -500 -6%
AT
417
Arden Trust
Delaware
$494K +$97.5K +1,560 +25%
ST
418
Semper Trust
Pennsylvania
$486K -$34.3K -550 -7%
FA
419
FDx Advisors
Illinois
$474K -$112K -1,799 -19%
CEP
420
Chicago Equity Partners
Illinois
$474K – – –
GHAM
421
Gilman Hill Asset Management
Connecticut
$469K – – –
NYLIM
422
New York Life Investment Management
New York
$462K – – –
CIC
423
Carnegie Investment Counsel
Ohio
$457K -$12.5K -200 -3%
Axa
424
Axa
France
$456K – – –
ANRIA
425
American National Registered Investment Advisor
Texas
$441K – – –
15 16
17
18 19