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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 %
BA
426
Boston Advisors
Massachusetts
$248K +$248K +3,700 New
NAM
427
Nichols Asset Management
Massachusetts
$241K +$241K +5,300 New
DekaBank Deutsche Girozentrale
428
DekaBank Deutsche Girozentrale
Germany
$238K +$238K +3,530 New
NRS
429
Neville Rodie & Shaw
New York
$236K +$236K +3,518 New
PSUF
430
People's United Financial
Connecticut
$233K +$233K +3,470 New
MCM
431
McKinley Capital Management
Alaska
$230K +$230K +3,430 New
CEP
432
Chicago Equity Partners
Illinois
$227K +$227K +3,400 New
GLI
433
Guardian Life Insurance
New York
$226K +$226K +3,379 New
TT
434
Tower Trust
Indiana
$225K +$225K +3,350 New
WCA
435
Westover Capital Advisors
Delaware
$221K +$221K +3,300 New
CFB
436
Cullen/Frost Bankers
Texas
$217K +$217K +3,236 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$214K +$214K +3,206 New
SC
438
SouthState Corp
Florida
$210K +$210K +3,134 New
FBT
439
Founders Bank & Trust
Michigan
$209K +$209K +3,119 New
PP
440
Paloma Partners
Connecticut
$208K +$208K +3,103 New
BSA
441
Braun Stacey Associates
New York
$208K +$208K +3,100 New
TFA
442
Transamerica Financial Advisors
Florida
$205K +$205K +3,054 New
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$205K +$205K +3,062 New
CCMG
444
Clark Capital Management Group
Pennsylvania
$205K +$205K +3,064 New
DAC
445
Dividend Assets Capital
South Carolina
$201K +$201K +3,000 New
OAC
446
OMERS Administration Corp
Ontario, Canada
$201K +$201K +3,000 New
UR
447
USCA RIA
Texas
$201K +$201K +3,000 New
NYLIM
448
New York Life Investment Management
New York
$201K +$201K +3,000 New
CA
449
Cetera Advisors
Colorado
$201K +$201K +3,062 New
MA
450
MUFG Americas
New York
$179K +$179K +2,666 New
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