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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 %
JWA
551
JFS Wealth Advisors
Pennsylvania
$18K +$18K +281 New
RIM
552
Ranger International Management
Illinois
$18K +$18K +285 New
TRCT
553
Tower Research Capital (TRC)
New York
$18K +$18K +287 New
SFSIG
554
San Francisco Sentry Investment Group
California
$17K -$412K -6,659 -96%
ST
555
Stifel Trust
Missouri
$16K – – –
IPC
556
Independent Portfolio Consultants
Florida
$16K +$16K +255 New
ECM
557
Estabrook Capital Management
New York
$15.7K – – –
M
558
MOTCO
Texas
$14K – – –
DSC
559
Duncker Streett & Co
Missouri
$14K – – –
S
560
SignatureFD
Georgia
$13K +$10.3K +163 +379%
MMG
561
Monetary Management Group
Missouri
$13K +$13K +200 New
RFA
562
Reilly Financial Advisors
California
$13K +$13K +200 New
WA
563
Waverly Advisors
Alabama
$12K +$122 +2 +1%
KIG
564
Kessler Investment Group
Indiana
$10K – – –
TDC
565
Thompson Davis & Co
Virginia
$9K – – –
ECM
566
Exchange Capital Management
Michigan
$9K +$127 +2 +1%
OC
567
Oakworth Capital
Alabama
$8K – – –
RIA
568
Regal Investment Advisors
Michigan
$8K +$1.92K +30 +32%
WF
569
WealthTrust Fairport
Ohio
$7K +$7K +111 New
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
TCOV
571
Trust Company of Vermont
Vermont
$6K – – –
HR
572
Howe & Rusling
New York
$5K -$24.1K -400 -83%
First Manhattan
573
First Manhattan
New York
$5K – – –
RNS
574
Robert N. Shapiro
$4K – – –
Bessemer Group
575
Bessemer Group
New Jersey
$4K +$4K +58 New
21 22
23
24 25