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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 %
SC
576
Scotia Capital
Ontario, Canada
– -$347K -5,565 Closed
BOS
577
Bank of Stockton
California
– -$306K -4,900 Closed
WCA
578
Westover Capital Advisors
Delaware
– -$323K -4,822 Closed
PAA
579
Peregrine Asset Advisers
Oregon
– -$293K -4,700 Closed
CCM
580
Carderock Capital Management
Maryland
– -$290K -4,650 Closed
CS
581
Comerica Securities
Michigan
– -$275K -4,410 Closed
FHC
582
First Houston Capital
Texas
– -$264K -4,230 Closed
FTIOP
583
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$244K -3,911 Closed
BA
584
Boston Advisors
Massachusetts
– -$231K -3,700 Closed
CFB
585
Cullen/Frost Bankers
Texas
– -$224K -3,596 Closed
UR
586
USCA RIA
Texas
– -$220K -3,533 Closed
NRS
587
Neville Rodie & Shaw
New York
– -$220K -3,522 Closed
TT
588
Tower Trust
Indiana
– -$209K -3,350 Closed
PFBT
589
Parkside Financial Bank & Trust
Missouri
– -$200K -3,215 Closed
BSA
590
Braun Stacey Associates
New York
– -$200K -3,200 Closed
LSV Asset Management
591
LSV Asset Management
Illinois
– -$188K -3,020 Closed
FANJ
592
Financial Architects (New Jersey)
New Jersey
– -$141K -2,245 Closed
HFM
593
Hartford Financial Management
Connecticut
– -$99K -1,600 Closed
CMBA
594
C.M. Bidwell & Associates
Hawaii
– -$70K -1,125 Closed
SCG
595
Strategic Capital Group
Washington
– -$47K -755 Closed
FTUS
596
Flow Traders U.S.
New York
– -$27K -432 Closed
TCCM
597
Timber Creek Capital Management
Massachusetts
– -$24K -400 Closed
ITIM
598
Indiana Trust & Investment Management
Indiana
– -$19K -300 Closed
Victory Capital Management
599
Victory Capital Management
Texas
– -$7K -128 Closed
AF
600
Arrow Financial
New York
– -$4K -60 Closed
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