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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 %
PAS
526
Partnervest Advisory Services
California
$46K +$435 +7 +1%
ACM
527
Adelante Capital Management
California
$45K +$45K +725 New
FNBSF
528
First National Bank Sioux Falls
South Dakota
$44K – – –
FQ
529
First Quadrant
California
$44K – – –
ST
530
Spot Trading
Illinois
$44K +$12.6K +200 +40%
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
IWC
532
Integrated Wealth Counsel
California
$40K -$2.32M -37,140 -98%
GSC
533
Ground Swell Capital
South Carolina
$40K +$40K +638 New
HF
534
Hoxton Financial
West Virginia
$39K – – –
JFA
535
JNBA Financial Advisors
Minnesota
$39K – – –
PCM
536
Prelude Capital Management
New York
$38K – – –
IMS
537
Index Management Solutions
Pennsylvania
$36K -$7.55K -121 -17%
CAL
538
Capital Analysts LLC
Pennsylvania
$33.7K +$188 +3 +0.6%
HCM
539
Highlander Capital Management
New Jersey
$31.3K – – –
CFA
540
Carroll Financial Associates
North Carolina
$31K – – –
BPBT
541
Boston Private Bank & Trust
Massachusetts
$31K +$12.2K +195 +65%
ZTNA
542
Zions Trust National Association
Utah
$31K +$31K +500 New
TFA
543
Transamerica Financial Advisors
Florida
$30K +$8.41K +134 +39%
DAM
544
Delta Asset Management
Tennessee
$28K -$12.6K -200 -31%
NES
545
New England Securities
New York
$28K -$8.21K -131 -23%
EAMA
546
EFG Asset Management (Americas)
Florida
$27K -$24K -388 -47%
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$21K +331 New
MFS
548
MSI Financial Services
Massachusetts
$20K -$110K -1,760 -85%
WA
549
WealthTrust-Arizona
Arizona
$19K – – –
SC
550
Saturna Capital
Washington
$19K – – –
20 21
22
23 24