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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 %
QT
451
Quantbot Technologies
New York
$278K +$278K +5,200 New
QBFM
452
QS Batterymarch Financial Management
New York
$270K -$2.41K -45 -0.9%
SFA
453
Sequoia Financial Advisors
Ohio
$265K +$265K +4,939 New
TWI
454
Thomas White International
Illinois
$262K – – –
IHL
455
Investment House LLC
California
$257K – – –
SFSIG
456
San Francisco Sentry Investment Group
California
$255K – – –
WC
457
Whitnell & Co
Illinois
$249K -$83.5K -1,557 -25%
Toronto Dominion Bank
458
Toronto Dominion Bank
Ontario, Canada
$247K +$247K +4,607 New
FWM
459
Focused Wealth Management
New York
$244K -$4.33K -81 -2%
TAM
460
Trillium Asset Management
Massachusetts
$243K -$10.2K -190 -4%
WCM
461
Washington Capital Management
Washington
$236K -$13K -242 -5%
GVT
462
Genesee Valley Trust
New York
$234K +$1.34K +25 +0.6%
PFP
463
Pinnacle Financial Partners
Tennessee
$233K -$13.9K -260 -6%
VFS
464
VSR Financial Services
Kansas
$232K -$134K -2,500 -37%
SFG
465
SNS Financial Group
Minnesota
$227K -$4.97K -93 -2%
RT
466
Reliance Trust
Georgia
$226K -$11.9K -222 -5%
PCM
467
Perkins Capital Management
Minnesota
$224K -$5.36K -100 -2%
BTNA
468
Bremer Trust National Association
Minnesota
$224K +$3.11K +58 +1%
ALA
469
Atherton Lane Advisers
California
$220K – – –
WS
470
Wedbush Securities
California
$220K +$220K +4,113 New
DC
471
Davenport & Co
Virginia
$219K +$219K +4,085 New
IB
472
Intrust Bank
Kansas
$214K +$3.33K +62 +2%
1GA
473
1st Global Advisors
Texas
$213K +$3.32K +62 +2%
HW
474
Hancock Whitney
Mississippi
$212K +$212K +3,959 New
Bank of Nova Scotia
475
Bank of Nova Scotia
Ontario, Canada
$209K +$23.8K +444 +13%
17 18
19
20 21