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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
526
Carroll Financial Associates
North Carolina
$41K +$6.52K +93 +19%
TRCT
527
Tower Research Capital (TRC)
New York
$41K +$23.2K +374 +130%
HF
528
Hoxton Financial
West Virginia
$39K – – –
JFA
529
JNBA Financial Advisors
Minnesota
$39K – – –
PCM
530
Prelude Capital Management
New York
$37K – – –
GSC
531
Ground Swell Capital
South Carolina
$34K -$5.73K -92 -14%
HCM
532
Highlander Capital Management
New Jersey
$31.2K – – –
BPBT
533
Boston Private Bank & Trust
Massachusetts
$31K – – –
ZTNA
534
Zions Trust National Association
Utah
$31K – – –
NES
535
New England Securities
New York
$31K +$3.18K +51 +11%
DAM
536
Delta Asset Management
Tennessee
$28K – – –
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$25K +$25K +403 New
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
TDC
539
Thompson Davis & Co
Virginia
$21K +$11.8K +192 +127%
Manulife (Manufacturers Life Insurance)
540
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.5K +$1.09K +17,490 +6%
WA
541
WealthTrust-Arizona
Arizona
$19K – – –
SC
542
Saturna Capital
Washington
$19K – – –
TSW
543
Thompson Siegel & Walmsley
Virginia
$19K +$19K +300 New
RIM
544
Ranger International Management
Illinois
$18K – – –
JWA
545
JFS Wealth Advisors
Pennsylvania
$18K – – –
SFSIG
546
San Francisco Sentry Investment Group
California
$17K – – –
ST
547
Stifel Trust
Missouri
$16K – – –
ECM
548
Estabrook Capital Management
New York
$15.6K – – –
DSC
549
Duncker Streett & Co
Missouri
$14K – – –
KIG
550
Kessler Investment Group
Indiana
$14K +$4.34K +70 +45%
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22
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