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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.33B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.76B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$457M
4
BFA
4
BlackRock Fund Advisors
California
$781M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$85.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$987M
2
Deutsche Bank
2
Deutsche Bank
Germany
$281M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$177M
4
ECM
4
EII Capital Management
New York
$38.3M
5
TA
5
Teachers Advisors
New York
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SCCM
26
Schafer Cullen Capital Management
New York
$164M 2,167,765 -433,584 -17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$160M 2,118,907 +111,824 +6%
ACM
28
AEW Capital Management
Massachusetts
$159M 2,102,587 +137,300 +7%
Prudential Financial
29
Prudential Financial
New Jersey
$146M 1,922,934 -6,142 -0.3%
UBS AM
30
UBS AM
Illinois
$140M 1,855,151 +80,776 +5%
Legal & General Group
31
Legal & General Group
United Kingdom
$139M 1,835,864 +27,487 +2%
ACM
32
Adelante Capital Management
California
$127M 1,679,503 -22,703 -1%
AAMU
33
APG Asset Management US
New York
$123M 1,619,300 +142,500 +10%
Federated Hermes
34
Federated Hermes
Pennsylvania
$116M 1,530,940 +29,382 +2%
IG
35
ING Group
Netherlands
$109M 1,446,138 +45,725 +3%
Bank of America
36
Bank of America
North Carolina
$109M 1,438,911 +21,009 +1%
Charles Schwab
37
Charles Schwab
California
$107M 1,414,098 +116,806 +9%
SCRM
38
Security Capital Research & Management
Illinois
$94.5M 1,248,395 -480,677 -28%
CS
39
Credit Suisse
Switzerland
$92.9M 1,227,028 -102,812 -8%
CCM
40
Cullen Capital Management
New York
$92.7M 1,224,670 +600 +0%
ACA
41
Anchor Capital Advisors
Massachusetts
$89.2M 1,178,384 -39,244 -3%
Renaissance Technologies
42
Renaissance Technologies
New York
$85.9M 1,135,300 +956,800 +536%
TG
43
TCW Group
California
$85.5M 1,129,771 -183,726 -14%
TCIM
44
TIAA CREF Investment Management
New York
$83.7M 1,105,619 +162,146 +17%
Macquarie Group
45
Macquarie Group
Australia
$82.3M 1,087,904 -119,313 -10%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$80.6M 1,064,704 +25,521 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$80.3M 1,047,262 +14,058 +1%
BlackRock
48
BlackRock
New York
$78.6M 1,038,592 +54,232 +6%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$77.7M 1,027,201 +4,930 +0.5%
RJA
50
Raymond James & Associates
Florida
$76.8M 1,014,939 +49,468 +5%
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