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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 %
Lazard Asset Management
426
Lazard Asset Management
New York
$336K -$1.02M -19,132 -75%
GT
427
Glenview Trust
Kentucky
$336K +$336K +6,279 New
CTA
428
Colonial Trust Advisors
South Carolina
$333K -$324K -6,050 -49%
OWD
429
Osborn Williams & Donohoe
Ohio
$332K -$13.9K -260 -4%
WGCA
430
Wolf Group Capital Advisors
Virginia
$332K +$332K +6,194 New
AIP
431
Ameritas Investment Partners
Nebraska
$324K – – –
WF
432
Welch & Forbes
Massachusetts
$323K -$29.2K -546 -8%
FCI
433
Financial Counselors Inc
Kansas
$322K -$109K -2,033 -25%
CBB
434
Citizens Business Bank
California
$321K -$751 -14 -0.2%
BCM
435
Basso Capital Management
Connecticut
$320K +$320K +5,971 New
MNBTD
436
Moody National Bank Trust Division
Texas
$317K +$26.8K +500 +9%
GT
437
Glenmede Trust
Pennsylvania
$315K -$481 -9 -0.2%
QIM
438
Quantitative Investment Management
Virginia
$310K +$310K +5,800 New
LIA
439
LS Investment Advisors
Michigan
$304K +$237K +4,436 +356%
Rafferty Asset Management
440
Rafferty Asset Management
New York
$301K -$127K -2,374 -30%
TRCT
441
Tower Research Capital (TRC)
New York
$293K +$290K +5,404 +8,578%
IPRC
442
Indices-Pac Research Corporation
New Jersey
$292K -$974K -18,181 -77%
Jane Street
443
Jane Street
New York
$289K +$3.17K +59 +1%
CC
444
ClearArc Capital
Ohio
$288K +$8.56K +160 +3%
MG
445
MDE Group
New Jersey
$285K -$804 -15 -0.3%
OA
446
OFI Advisors
Pennsylvania
$285K +$126K +2,346 +79%
CI
447
Constellation Investments
Ohio
$284K +$21.4K +400 +8%
FIM
448
Freedom Investment Management
Connecticut
$283K +$98K +1,832 +53%
BJL
449
Brighton Jones LLC
Washington
$281K +$281K +5,253 New
BFC
450
Blue Fin Capital
Rhode Island
$278K +$278K +5,190 New
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