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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 %
JIR
551
James Investment Research
Ohio
$4K +$4K +84 New
CGT
552
Capital Guardian Trust
California
$3K +$3K +56 New
PFO
553
Pathstone Family Office
New Jersey
$3K +$3K +56 New
S
554
SignatureFD
Georgia
$2K – – –
RFA
555
Reilly Financial Advisors
California
$2K +$2K +40 New
HR
556
Howe & Rusling
New York
$1K -$14K -280 -93%
NDSI
557
Newman Dignan & Sheerar Inc
Rhode Island
$209 – – –
RIM
558
Ranger International Management
Illinois
– -$9.15M -146,597 Closed
WCM
559
Winton Capital Management
United Kingdom
– -$6.23M -99,910 Closed
DCM
560
Driehaus Capital Management
Illinois
– -$3.72M -59,609 Closed
PP
561
PDT Partners
New York
– -$3.25M -52,128 Closed
WIM
562
Waverton Investment Management
United Kingdom
– -$2.94M -47,170 Closed
NC
563
Nicholas Company
Wisconsin
– -$2.5M -40,045 Closed
FCH
564
Freestone Capital Holdings
Washington
– -$2.26M -39,198 Closed
CM
565
Churchill Management
California
– -$2.2M -35,270 Closed
FCBT
566
First Citizens Bank & Trust
North Carolina
– -$1.68M -26,961 Closed
BC
567
BMI Capital
New York
– -$998K -16,000 Closed
SFT
568
Simmons First Trust
Arkansas
– -$965K -15,463 Closed
VAM
569
Visionary Asset Management
Texas
– -$702K -10,941 Closed
CWM
570
Concert Wealth Management
California
– -$567K -9,089 Closed
CC
571
Curian Capital
Colorado
– -$465K -7,447 Closed
WT
572
Wilmington Trust
Delaware
– -$433K -6,933 Closed
B
573
Barings
North Carolina
– -$421K -6,746 Closed
AI
574
Analytic Investors
California
– -$416K -6,667 Closed
WTIM
575
Wilmington Trust Investment Management
Delaware
– -$362K -5,800 Closed
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