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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.

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
1
Vanguard Group
Pennsylvania
$2.12B
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
3
Barclays
3
Barclays
United Kingdom
$109M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$87.1M
5
SAMC
5
Shinko Asset Management Company
Japan
$352M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$216M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
4
BlackRock Fund Advisors
California
$418M
5
Bank of America
5
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$109M +$50.2M +947,039 +86%
Wells Fargo
27
Wells Fargo
California
$107M -$21.2M -396,012 -17%
Norges Bank
28
Norges Bank
Norway
$99.7M -$18.9M -352,296 -16%
SB
29
Suntrust Banks
Georgia
$95.6M +$17.6M +329,141 +23%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$93.8M +$3.71M +69,299 +4%
ACM
31
AEW Capital Management
Massachusetts
$90.5M +$787K +14,700 +0.9%
Legal & General Group
32
Legal & General Group
United Kingdom
$89.9M +$2.82M +52,628 +3%
Principal Financial Group
33
Principal Financial Group
Iowa
$88.6M +$5.11M +95,464 +6%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$87.1M +$43.7M +815,314 +101%
UBS AM
35
UBS AM
Illinois
$85M +$9.1M +169,941 +12%
Federated Hermes
36
Federated Hermes
Pennsylvania
$84.6M +$7.1M +132,620 +9%
RFC
37
Russell Frank Company
Washington
$82.5M -$9.61M -171,250 -10%
TA
38
Teachers Advisors
New York
$80.8M -$6.46M -120,576 -7%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$78.3M +$5.06M +94,506 +7%
AAMU
40
APG Asset Management US
New York
$73.1M -$5.12M -95,664 -7%
CS
41
Credit Suisse
Switzerland
$70.2M -$5.96M -111,249 -8%
SCRM
42
Security Capital Research & Management
Illinois
$66.7M -$15.4M -288,176 -19%
ACA
43
Anchor Capital Advisors
Massachusetts
$65.6M -$175K -3,269 -0.3%
CCM
44
Cullen Capital Management
New York
$65.5M +$3.48M +65,000 +6%
Prudential Financial
45
Prudential Financial
New Jersey
$62.6M -$8.29M -154,786 -12%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$61.4M -$12.6M -235,329 -17%
SMDAM
47
Sumitomo Mitsui DS Asset Management
Japan
$60.6M -$13.1M -244,801 -18%
Bank of America
48
Bank of America
North Carolina
$58.5M -$29.9M -557,722 -34%
Asset Management One
49
Asset Management One
Japan
$53.5M -$4.57M -85,949 -8%
TCIM
50
TIAA CREF Investment Management
New York
$53.5M -$4.14M -77,347 -7%
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