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 %
SSG
501
Summit Securities Group
New York
$138K +$138K +2,200 New
LOAMS
502
Lombard Odier Asset Management (Switzerland)
Switzerland
$138K +$138K +2,214 New
GIS
503
Guardian Investor Services
New York
$135K -$4.32K -69 -3%
WTB
504
Washington Trust Bank
Washington
$122K +$21.6K +344 +21%
ACS
505
Archford Capital Strategies
Illinois
$122K +$14.4K +229 +13%
OIA
506
Optimum Investment Advisors
Illinois
$115K – – –
MCM
507
McKinley Capital Management
Alaska
$107K -$83.7K -1,330 -44%
PR
508
Payden & Rygel
California
$107K – – –
PTC
509
Private Trust Company
Ohio
$106K +$16.6K +265 +19%
GLI
510
Guardian Life Insurance
New York
$103K +$1.25K +20 +1%
W
511
Wealthfront
California
$99K +$34.2K +553 +53%
NFG
512
Next Financial Group
Texas
$97K +$97K +1,533 New
FANJ
513
Financial Architects (New Jersey)
New Jersey
$94K +$94K +1,500 New
BFEC
514
Benjamin F. Edwards & Company
Missouri
$92K +$63 +1 +0.1%
ARMC
515
American Research & Management Company
Massachusetts
$85K +$12.5K +200 +17%
HDIM
516
Hanson & Doremus Investment Management
Vermont
$81K – – –
SF
517
Synovus Financial
Georgia
$79K – – –
EWM
518
Evercore Wealth Management
New York
$76K +$76K +1,210 New
LBG
519
Lloyds Banking Group
United Kingdom
$72K +$72K +1,161 New
NIM
520
NuWave Investment Management
New Jersey
$68K -$85.9K -1,367 -56%
GGPS
521
Gary Goldberg Planning Services
New York
$63K -$7.25K -115 -10%
FHA
522
First Horizon Advisors
Tennessee
$57K +$26.1K +415 +84%
SSB
523
Sandy Spring Bank
Maryland
$56K +$6.31K +101 +13%
MCM
524
Manchester Capital Management
Vermont
$52K – – –
GXMC
525
Global X Management Company
New York
$49K – – –
19 20
21
22 23