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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 %
WA
551
Waverly Advisors
Alabama
$12K +$61 +1 +0.5%
RIA
552
Regal Investment Advisors
Michigan
$12K +$4.5K +75 +60%
M
553
MOTCO
Texas
$10K -$3.64K -60 -27%
OC
554
Oakworth Capital
Alabama
$9K – – –
ECM
555
Exchange Capital Management
Michigan
$9K +$63 +1 +0.7%
WF
556
WealthTrust Fairport
Ohio
$7K +$63 +1 +0.9%
CTB
557
Country Trust Bank
Illinois
$6.24K +$6.24K +100 New
TCOV
558
Trust Company of Vermont
Vermont
$6K – – –
MSFP
559
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
CGT
560
Capital Guardian Trust
California
$6K +$6K +95 New
CFS
561
Community Financial System
New York
$6K +$6K +100 New
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$6K +$844 +2,676 +16%
First Manhattan
563
First Manhattan
New York
$5K – – –
HR
564
Howe & Rusling
New York
$5K – – –
RNS
565
Robert N. Shapiro
$4K – – –
CMBA
566
C.M. Bidwell & Associates
Hawaii
$3K -$375K -5,630 -99%
TFO
567
Tarbox Family Office
California
$3K +$3K +53 New
BRWM
568
B. Riley Wealth Management
Tennessee
$2K -$374K -5,976 -99%
CAW
569
Cornerstone Advisors (Washington)
Washington
$2K – – –
CCA
570
Catalyst Capital Advisors
New York
$2K +$2K +32 New
LFR
571
Lehman Financial Resources
Pennsylvania
$1K – – –
CCS
572
Crosspoint Capital Strategies
California
$1K – – –
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +22 New
Capital World Investors
574
Capital World Investors
California
– -$116M -1,855,000 Closed
BA
575
Bridgewater Associates
Connecticut
– -$11.6M -185,647 Closed
21 22
23
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