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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
3
Deutsche Bank
Germany
$289M
4
SAMC
4
Shinko Asset Management Company
Japan
$439M
5
HRES
5
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$310M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$170M
3
JHIU
3
Janus Henderson Investors US
Colorado
$5.4M
4
SB
4
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$136M +$17.1M +286,799 +14%
Morgan Stanley
27
Morgan Stanley
New York
$135M -$29.5M -495,160 -18%
Norges Bank
28
Norges Bank
Norway
$118M +$6.75M +113,255 +6%
Barclays
29
Barclays
United Kingdom
$111M -$10.1M -171,560 -8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$109M +$4.99M +83,657 +5%
ACM
31
AEW Capital Management
Massachusetts
$103M +$2.12M +35,500 +2%
UBS AM
32
UBS AM
Illinois
$101M +$6.61M +110,989 +7%
Legal & General Group
33
Legal & General Group
United Kingdom
$99.6M -$379K -6,367 -0.4%
Federated Hermes
34
Federated Hermes
Pennsylvania
$97.1M +$3M +50,271 +3%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$88.3M +$1.19M +20,028 +1%
HRES
36
Heitman Real Estate Securities
Illinois
$82.1M +$45.5M +763,965 +124%
SCRM
37
Security Capital Research & Management
Illinois
$82M +$7.78M +130,561 +10%
AAMU
38
APG Asset Management US
New York
$81.3M – – –
RFC
39
Russell Frank Company
Washington
$80.1M -$11.8M -189,096 -13%
ACA
40
Anchor Capital Advisors
Massachusetts
$76.8M +$3.81M +63,907 +5%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$75.5M -$21.4M -358,506 -22%
SB
42
Suntrust Banks
Georgia
$75.2M -$31.1M -522,416 -29%
TA
43
Teachers Advisors
New York
$74.4M -$15.6M -261,279 -17%
CS
44
Credit Suisse
Switzerland
$73.2M -$4.91M -82,370 -6%
CCM
45
Cullen Capital Management
New York
$73M +$113K +1,900 +0.2%
PI
46
PGGM Investments
Netherlands
$72.1M +$32.4M +543,842 +82%
Bank of America
47
Bank of America
North Carolina
$70.1M +$5.05M +84,810 +8%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$68M -$301K -5,051 -0.4%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$66.2M -$1.16M -19,473 -2%
Charles Schwab
50
Charles Schwab
California
$65.7M +$9.67M +162,193 +17%
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