WELL icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$133M 2,138,178 -319,016 -13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$125M 2,007,083 +39,698 +2%
ACM
28
AEW Capital Management
Massachusetts
$123M 1,965,287 -42,400 -2%
Prudential Financial
29
Prudential Financial
New Jersey
$120M 1,929,076 +890,697 +86%
Legal & General Group
30
Legal & General Group
United Kingdom
$113M 1,808,377 +112,087 +7%
UBS AM
31
UBS AM
Illinois
$111M 1,774,375 +9,303 +0.5%
SCRM
32
Security Capital Research & Management
Illinois
$108M 1,729,072 +399,898 +30%
ACM
33
Adelante Capital Management
California
$106M 1,702,206 +1,701,481 +234,687%
Federated Hermes
34
Federated Hermes
Pennsylvania
$93.7M 1,501,558 -165,744 -10%
AAMU
35
APG Asset Management US
New York
$92.1M 1,476,800 +113,083 +8%
Bank of America
36
Bank of America
North Carolina
$88.4M 1,417,902 +148,320 +12%
TA
37
Teachers Advisors
New York
$88.1M 1,411,820 +25,363 +2%
IG
38
ING Group
Netherlands
$87.3M 1,400,413 +1,218,932 +672%
CS
39
Credit Suisse
Switzerland
$82.9M 1,329,840 +5,033 +0.4%
TG
40
TCW Group
California
$81.9M 1,313,497 +213,295 +19%
Charles Schwab
41
Charles Schwab
California
$80.9M 1,297,292 +57,861 +5%
CCM
42
Cullen Capital Management
New York
$76.3M 1,224,070 -600 -0%
ACA
43
Anchor Capital Advisors
Massachusetts
$75.9M 1,217,628 -50,561 -4%
Macquarie Group
44
Macquarie Group
Australia
$75.3M 1,207,217 +923,971 +326%
ECM
45
EII Capital Management
New York
$70.4M 1,128,520 -2,409,680 -68%
Asset Management One
46
Asset Management One
Japan
$65.4M 1,042,854 +49,196 +5%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$64.8M 1,039,183 -85,570 -8%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$64.4M 1,033,204 +83,476 +9%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$63.8M 1,022,271 -65,088 -6%
BlackRock
50
BlackRock
New York
$61.4M 984,360 +51,342 +6%
1
2
3 4 5