WELL icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
CLOS
476
Compagnie Lombard Odier SCmA
Switzerland
$241K – – –
OPCM
477
Osborne Partners Capital Management
California
$239K – – –
ARMT
478
Amica Retiree Medical Trust
Rhode Island
$238K – – –
PSI
479
Pinnacle Summer Investments
Virginia
$231K +$175K +2,710 +313%
PCM
480
Perkins Capital Management
Minnesota
$227K -$4.7K -75 -2%
AF
481
Aldebaran Financial
$227K – – –
LIM
482
Leavell Investment Management
Alabama
$225K +$12.5K +200 +6%
BTNA
483
Bremer Trust National Association
Minnesota
$224K -$23.6K -376 -10%
NRS
484
Neville Rodie & Shaw
New York
$222K +$251 +4 +0.1%
PVH
485
Psagot Value Holdings
Israel
$219K -$641K -10,239 -75%
WF
486
Welch & Forbes
Massachusetts
$219K -$68.8K -1,100 -24%
AW
487
ACG Wealth
Georgia
$218K -$34.5K -550 -14%
RT
488
Reliance Trust
Georgia
$217K -$14.7K -234 -6%
M&T Bank
489
M&T Bank
New York
$217K +$9.64K +154 +5%
BA
490
Boston Advisors
Massachusetts
$204K +$204K +3,250 New
GJIC
491
Gamble Jones Investment Counsel
California
$202K +$202K +3,227 New
BSA
492
Braun Stacey Associates
New York
$201K +$201K +3,200 New
CWM
493
Concert Wealth Management
California
$201K +$201K +3,335 New
DekaBank Deutsche Girozentrale
494
DekaBank Deutsche Girozentrale
Germany
$195K +$81.1K +1,292 +71%
MA
495
MUFG Americas
New York
$167K – – –
MIC
496
MU Investments Company
Japan
$163K – – –
WEC
497
Winslow Evans & Crocker
Massachusetts
$158K – – –
OMCS
498
Old Mutual Customised Solutions
South Africa
$157K – – –
ST
499
Smithfield Trust
Pennsylvania
$147K – – –
FNBT
500
FineMark National Bank & Trust
Florida
$145K +$35.1K +561 +32%
18 19
20
21 22