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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 %
HighTower Advisors
426
HighTower Advisors
Illinois
$437K -$2M -31,965 -82%
NPC
427
National Planning Corporation
California
$419K -$214K -3,414 -34%
CC
428
ClearArc Capital
Ohio
$417K +$34.1K +546 +9%
SAM
429
Symphony Asset Management
California
$402K -$11.8K -189 -3%
NAM
430
North American Management
Massachusetts
$397K – – –
MG
431
MDE Group
New Jersey
$395K -$51.1K -820 -11%
ABC
432
Associated Banc-Corp
Wisconsin
$394K – – –
CI
433
Constellation Investments
Ohio
$393K +$31.2K +500 +9%
ONB
434
Old National Bancorp
Indiana
$391K – – –
Toronto Dominion Bank
435
Toronto Dominion Bank
Ontario, Canada
$384K +$24.3K +390 +7%
CTA
436
Colonial Trust Advisors
South Carolina
$379K – – –
FCI
437
Financial Counselors Inc
Kansas
$375K +$23.4K +375 +7%
AIP
438
Ameritas Investment Partners
Nebraska
$370K -$9.54K -153 -3%
MNBTD
439
Moody National Bank Trust Division
Texas
$370K – – –
PAM
440
PartnerRe Asset Management
Connecticut
$352K -$52.8K -847 -13%
BOTW
441
Bank of the West
California
$351K +$12.5K +200 +4%
FMBTD
442
First Midwest Bank Trust Division
Illinois
$348K +$27.4K +440 +9%
BFC
443
Blue Fin Capital
Rhode Island
$334K – – –
NFG
444
Next Financial Group
Texas
$329K +$233K +3,746 +244%
FNYS
445
First New York Securities
New York
$319K +$319K +5,107 New
QAM
446
Quantres Asset Management
Cayman Islands
$318K +$318K +5,100 New
PIM
447
Parasol Investment Management
Illinois
$317K +$27.5K +440 +9%
Bank of Nova Scotia
448
Bank of Nova Scotia
Ontario, Canada
$316K +$8.31K +133 +3%
GVT
449
Genesee Valley Trust
New York
$316K +$15.3K +245 +5%
GH
450
GAM Holding
Switzerland
$311K – – –
16 17
18
19 20