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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$185M
2
JHIU
2
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
3
Invesco
Georgia
$888M
4
Cohen & Steers
4
Cohen & Steers
New York
$903M
5
SAMC
5
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
3
Deutsche Bank
Germany
$247M
4
VAM
4
Visium Asset Management
New York
$0
5
AAMU
5
APG Asset Management US
New York
$91M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$138M 2,213,955 +169,773 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$105M 1,682,510 +56,635 +3%
ACM
28
AEW Capital Management
Massachusetts
$105M 1,675,487 -292,513 -15%
Bank of America
29
Bank of America
North Carolina
$103M 1,649,888 +285,927 +21%
RFC
30
Russell Frank Company
Washington
$102M 1,641,324 +292,957 +22%
TA
31
Teachers Advisors
New York
$102M 1,629,473 -3,189 -0.2%
Legal & General Group
32
Legal & General Group
United Kingdom
$101M 1,624,735 +49,890 +3%
Principal Financial Group
33
Principal Financial Group
Iowa
$97.3M 1,559,234 -80,563 -5%
SCRM
34
Security Capital Research & Management
Illinois
$95.7M 1,533,381 -355,556 -19%
DPIM
35
Duff & Phelps Investment Management
Illinois
$91.1M 1,459,810 +100,188 +7%
AAMU
36
APG Asset Management US
New York
$91M 1,459,381 -575,710 -28%
SB
37
Suntrust Banks
Georgia
$90.8M 1,455,841 +395,488 +37%
Federated Hermes
38
Federated Hermes
Pennsylvania
$90.2M 1,445,949 +42,062 +3%
JHIU
39
Janus Henderson Investors US
Colorado
$88.9M 1,425,217 +1,133,904 +389%
CS
40
Credit Suisse
Switzerland
$88.6M 1,420,990 -56,147 -4%
UBS AM
41
UBS AM
Illinois
$88.4M 1,416,871 -172,280 -11%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$86.2M 1,381,130 -378,431 -22%
SMDAM
43
Sumitomo Mitsui DS Asset Management
Japan
$85.8M 1,375,634 -372,429 -21%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$85.3M 1,367,183 -133,595 -9%
Prudential Financial
45
Prudential Financial
New Jersey
$82.6M 1,323,602 -271,500 -17%
ACA
46
Anchor Capital Advisors
Massachusetts
$76.6M 1,228,701 -85,961 -7%
CCM
47
Cullen Capital Management
New York
$72.2M 1,157,470 -900 -0.1%
Asset Management One
48
Asset Management One
Japan
$68.9M 1,091,381 -36,730 -3%
Barclays
49
Barclays
United Kingdom
$68.2M 1,100,587 +562,664 +105%
HRES
50
Heitman Real Estate Securities
Illinois
$67.3M 1,079,432 +97,815 +10%
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