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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 %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$62K +$28K +526 +82%
GGPS
502
Gary Goldberg Planning Services
New York
$60K – – –
GXMC
503
Global X Management Company
New York
$56K – – –
ECM
504
ETrade Capital Management
Virginia
$55K -$14.9K -280 -21%
WCM
505
Windsor Capital Management
Arizona
$54K +$9.96K +186 +23%
Bessemer Group
506
Bessemer Group
New Jersey
$54K +$54K +1,000 New
MCM
507
Manchester Capital Management
Vermont
$45K -$1.18K -22 -3%
PSI
508
Pinnacle Summer Investments
Virginia
$44K +$2.13K +40 +5%
EAMA
509
EFG Asset Management (Americas)
Florida
$43.1K +$43.1K +805 New
PAS
510
Partnervest Advisory Services
California
$40K +$266 +5 +0.7%
BPBT
511
Boston Private Bank & Trust
Massachusetts
$39K – – –
DAM
512
Delta Asset Management
Tennessee
$39K – – –
FQ
513
First Quadrant
California
$37K – – –
FNBSF
514
First National Bank Sioux Falls
South Dakota
$37K – – –
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K +$25.2K +468 +234%
FHA
516
First Horizon Advisors
Tennessee
$36K +$36K +667 New
IMS
517
Index Management Solutions
Pennsylvania
$34K +$8.26K +154 +32%
HF
518
Hoxton Financial
West Virginia
$33K -$3.84K -72 -10%
JFA
519
JNBA Financial Advisors
Minnesota
$33K +$14.7K +275 +80%
WA
520
Waverly Advisors
Alabama
$32K +$4.01K +75 +14%
NES
521
New England Securities
New York
$31K +$5.1K +95 +20%
CAL
522
Capital Analysts LLC
Pennsylvania
$28.5K +$4.18K +78 +17%
SSB
523
Sandy Spring Bank
Maryland
$27K – – –
SF
524
Synovus Financial
Georgia
$27K +$20.8K +400 +333%
HCM
525
Highlander Capital Management
New Jersey
$26.8K – – –
19 20
21
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