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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 %
TWI
451
Thomas White International
Illinois
$306K – – –
IHL
452
Investment House LLC
California
$299K – – –
BJL
453
Brighton Jones LLC
Washington
$298K +$12.3K +197 +4%
VFS
454
VSR Financial Services
Kansas
$294K +$31.2K +500 +12%
SFG
455
SNS Financial Group
Minnesota
$290K -$4.74K -76 -2%
WS
456
Wedbush Securities
California
$288K +$2.99K +48 +1%
EWM
457
Evermay Wealth Management
Virginia
$286K – – –
OWD
458
Osborn Williams & Donohoe
Ohio
$284K -$18.7K -300 -6%
IB
459
Intrust Bank
Kansas
$281K +$7.62K +122 +3%
QI
460
QS Investors
New York
$280K +$24.9K +400 +10%
TAM
461
Trillium Asset Management
Massachusetts
$278K – – –
WCM
462
Washington Capital Management
Washington
$274K – – –
PFBT
463
Parkside Financial Bank & Trust
Missouri
$274K +$7.86K +126 +3%
WA
464
WFG Advisors
Texas
$269K -$93.1K -1,494 -26%
DC
465
Davenport & Co
Virginia
$266K -$18.7K -300 -7%
FWM
466
Focused Wealth Management
New York
$265K +$1.56K +25 +0.6%
MBT
467
Monroe Bank & Trust
Michigan
$262K -$119K -1,908 -31%
MC
468
Moors & Cabot
Massachusetts
$260K – – –
ALA
469
Atherton Lane Advisers
California
$256K – – –
WGCA
470
Wolf Group Capital Advisors
Virginia
$251K -$9.98K -160 -4%
IMS
471
Index Management Solutions
Pennsylvania
$250K +$214K +3,428 +594%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$243K – – –
CLOS
473
Compagnie Lombard Odier SCmA
Switzerland
$240K – – –
WA
474
WESPAC Advisors
California
$238K +$238K +3,812 New
OPCM
475
Osborne Partners Capital Management
California
$237K – – –
17 18
19
20 21