WELL icon

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.

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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$216M
3
DPIM
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
BlackRock Fund Advisors
California
$418M
5
Bank of America
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
476
Compagnie Lombard Odier SCmA
Switzerland
$206K +$206K +3,844 New
OPCM
477
Osborne Partners Capital Management
California
$204K – – –
ARMT
478
Amica Retiree Medical Trust
Rhode Island
$204K +$204K +3,801 New
GHAM
479
Gilman Hill Asset Management
Connecticut
$201K +$201K +3,745 New
Group One Trading
480
Group One Trading
Illinois
$190K +$190K +3,546 New
MCM
481
McKinley Capital Management
Alaska
$166K -$17.6K -329 -10%
M&T Bank
482
M&T Bank
New York
$164K +$27.3K +508 +20%
ST
483
Spot Trading
Illinois
$161K -$522K -9,731 -76%
EWM
484
Elite Wealth Management
Washington
$154K -$584K -10,892 -79%
MA
485
MUFG Americas
New York
$143K – – –
MFS
486
MSI Financial Services
Massachusetts
$138K +$138K +2,575 New
WEC
487
Winslow Evans & Crocker
Massachusetts
$135K +$135K +2,524 New
ECM
488
Endex Capital Management
Kansas
$134K – – –
OMCS
489
Old Mutual Customised Solutions
South Africa
$134K +$32.2K +600 +32%
SSG
490
Summit Securities Group
New York
$123K – – –
GIS
491
Guardian Investor Services
New York
$123K +$803 +15 +0.7%
OIA
492
Optimum Investment Advisors
Illinois
$107K +$16.7K +310 +18%
PR
493
Payden & Rygel
California
$91K -$2.93M -54,800 -97%
GLI
494
Guardian Life Insurance
New York
$87K -$97.6K -1,816 -53%
DekaBank Deutsche Girozentrale
495
DekaBank Deutsche Girozentrale
Germany
$84K -$32.4K -610 -28%
FNBT
496
FineMark National Bank & Trust
Florida
$84K +$11.5K +215 +16%
ST
497
Smithfield Trust
Pennsylvania
$79K +$26.7K +500 +51%
PTC
498
Private Trust Company
Ohio
$73K +$322 +6 +0.4%
HDIM
499
Hanson & Doremus Investment Management
Vermont
$70K – – –
ARMC
500
American Research & Management Company
Massachusetts
$62K +$12.4K +233 +25%
18 19
20
21 22