WELL icon

Welltower
WELL

Overview Fund Activity

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWI
451
Thomas White International
Illinois
$307K – – –
OWD
452
Osborn Williams & Donohoe
Ohio
$305K -$9.43K -150 -3%
GVT
453
Genesee Valley Trust
New York
$302K +$2.5K +40 +0.8%
IHL
454
Investment House LLC
California
$301K – – –
SFG
455
SNS Financial Group
Minnesota
$296K +$296K +4,726 New
CS
456
Comerica Securities
Michigan
$292K -$384K -6,136 -57%
PIM
457
Parasol Investment Management
Illinois
$291K +$291K +4,640 New
FWIA
458
Fort Washington Investment Advisors
Ohio
$288K +$37.6K +600 +15%
BJL
459
Brighton Jones LLC
Washington
$287K -$39.9K -636 -12%
EWM
460
Evermay Wealth Management
Virginia
$287K +$6.26K +100 +2%
WS
461
Wedbush Securities
California
$287K +$36.3K +579 +14%
DC
462
Davenport & Co
Virginia
$286K -$14K -223 -5%
TAM
463
Trillium Asset Management
Massachusetts
$280K – – –
WCM
464
Washington Capital Management
Washington
$276K – – –
IB
465
Intrust Bank
Kansas
$274K +$25.7K +410 +10%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$267K +$17.5K +279 +7%
MC
467
Moors & Cabot
Massachusetts
$265K +$265K +4,200 New
FWM
468
Focused Wealth Management
New York
$264K -$23.3K -372 -8%
VFS
469
VSR Financial Services
Kansas
$264K +$4.7K +75 +2%
LCM
470
Landscape Capital Management
New Jersey
$263K -$3.02M -48,200 -92%
WGCA
471
Wolf Group Capital Advisors
Virginia
$262K -$27.6K -440 -10%
ALA
472
Atherton Lane Advisers
California
$257K – – –
WC
473
Whitnell & Co
Illinois
$256K -$23.8K -380 -9%
QI
474
QS Investors
New York
$256K +$256K +4,091 New
PFP
475
Pinnacle Financial Partners
Tennessee
$250K – – –
17 18
19
20 21