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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.

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 %
Goldman Sachs
26
Goldman Sachs
New York
$154M +$8.99M +143,464 +6%
Wells Fargo
27
Wells Fargo
California
$153M +$10.2M +163,130 +7%
ACM
28
AEW Capital Management
Massachusetts
$126M +$17.7M +282,000 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$123M +$8.27M +131,919 +7%
Capital World Investors
30
Capital World Investors
California
$116M -$210M -3,350,000 -64%
UBS AM
31
UBS AM
Illinois
$111M +$4.22M +67,271 +4%
Legal & General Group
32
Legal & General Group
United Kingdom
$106M +$1.59M +25,294 +2%
Federated Hermes
33
Federated Hermes
Pennsylvania
$104M +$2.41M +38,462 +2%
Barclays
34
Barclays
United Kingdom
$91.8M -$24.5M -395,606 -21%
TA
35
Teachers Advisors
New York
$86.9M +$8.7M +138,839 +11%
AAMU
36
APG Asset Management US
New York
$85.5M – – –
SCRM
37
Security Capital Research & Management
Illinois
$83.3M -$2.92M -46,592 -3%
CS
38
Credit Suisse
Switzerland
$83M +$6.11M +97,436 +8%
ACI
39
AMP Capital Investors
Australia
$81.7M -$70M -1,117,115 -46%
Bank of America
40
Bank of America
North Carolina
$79.6M +$5.8M +92,606 +8%
ACA
41
Anchor Capital Advisors
Massachusetts
$79.5M -$1.33M -21,150 -2%
Charles Schwab
42
Charles Schwab
California
$77.7M +$8.61M +137,309 +12%
American Century Companies
43
American Century Companies
Missouri
$77.5M +$17.5M +279,923 +29%
CCM
44
Cullen Capital Management
New York
$76.8M +$18.8K +300 +0%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$72.2M -$20.7M -329,782 -22%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$70.5M -$1M -15,997 -1%
TG
47
TCW Group
California
$69M +$19.4M +309,747 +39%
SMDAM
48
Sumitomo Mitsui DS Asset Management
Japan
$68.1M -$1.5M -24,001 -2%
Prudential Financial
49
Prudential Financial
New Jersey
$65.1M -$304K -4,855 -0.5%
TCIM
50
TIAA CREF Investment Management
New York
$62.3M +$4.09M +65,239 +7%
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