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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 %
RIA
526
Regal Investment Advisors
Michigan
$24K -$3.27K -60 -12%
BBHC
527
Brown Brothers Harriman & Co
New York
$24K – – –
CAM
528
Columbia Asset Management
Michigan
$24K +$24K +450 New
KIG
529
Kessler Investment Group
Indiana
$18K -$343K -6,520 -95%
PL
530
Parkwood LLC
Ohio
$17K +$17K +309 New
SC
531
Saturna Capital
Washington
$16K – – –
WA
532
WealthTrust-Arizona
Arizona
$16K – – –
Manulife (Manufacturers Life Insurance)
533
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K -$1.52K -28,418 -9%
ST
534
Stifel Trust
Missouri
$14K -$4.2K -75 -23%
ECM
535
Estabrook Capital Management
New York
$13.4K – – –
RNS
536
Robert N. Shapiro
$12K -$11.9K -220 -50%
DSC
537
Duncker Streett & Co
Missouri
$12K – – –
M
538
MOTCO
Texas
$12K +$12K +225 New
TDC
539
Thompson Davis & Co
Virginia
$8K +$8K +151 New
ECM
540
Exchange Capital Management
Michigan
$7K +$4.67K +92 +200%
OC
541
Oakworth Capital
Alabama
$7K +$7K +133 New
CCS
542
Crosspoint Capital Strategies
California
$6K +$6K +96 New
First Manhattan
543
First Manhattan
New York
$5K – – –
MIM
544
Macroview Investment Management
Maryland
$5K – – –
TAM
545
Tocqueville Asset Management
New York
$5K +$5K +97 New
TCOV
546
Trust Company of Vermont
Vermont
$5K +$5K +100 New
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$23.8K -447 -86%
VCM
548
Vigilant Capital Management
Maine
$4K – – –
TFA
549
Transamerica Financial Advisors
Florida
$4K +$678 +10 +20%
RFS
550
Rockefeller Financial Services
New York
$4K +$4K +67 New
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