WELL icon

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.

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
1
Vanguard Group
Pennsylvania
$2.12B
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
3
Barclays
3
Barclays
United Kingdom
$109M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$87.1M
5
SAMC
5
Shinko Asset Management Company
Japan
$352M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$216M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
4
BlackRock Fund Advisors
California
$418M
5
Bank of America
5
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHIU
51
Janus Henderson Investors US
Colorado
$51.3M -$25M -467,281 -33%
AllianceBernstein
52
AllianceBernstein
Tennessee
$50.6M -$3.62M -67,584 -7%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$50.4M -$404K -7,565 -0.8%
Charles Schwab
54
Charles Schwab
California
$50.4M +$1.48M +27,566 +3%
BlackRock
55
BlackRock
New York
$46M +$3.98M +74,243 +9%
BG
56
Bahl & Gaynor
Ohio
$45.1M +$229K +4,279 +0.5%
American Century Companies
57
American Century Companies
Missouri
$44.6M +$375K +7,000 +0.8%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$43.5M -$75K -1,400 -0.2%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$41.8M +$6.58M +122,907 +19%
Swiss National Bank
60
Swiss National Bank
Switzerland
$39.7M -$220K -4,100 -0.6%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$38.2M -$7.91M -147,724 -17%
RJA
62
Raymond James & Associates
Florida
$37.6M +$8.07M +150,685 +27%
CNB
63
City National Bank
California
$37.5M +$2.57M +48,060 +7%
TIAAOA
64
Teachers Insurance & Annuity Association of America
New York
$37.2M -$730K -13,632 -2%
BIM
65
BlackRock Investment Management
Delaware
$36.5M -$5.37M -100,241 -13%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$36M +$768K +14,470 +2%
Lord, Abbett & Co
67
Lord, Abbett & Co
New Jersey
$35.9M +$26.8K +500 +0.1%
PI
68
PGGM Investments
Netherlands
$35.7M – – –
DPIM
69
Duff & Phelps Investment Management
Illinois
$35.2M -$43.1M -803,664 -55%
BTS
70
BB&T Securities
Virginia
$33.1M +$2.35M +4,383 +8%
HRES
71
Heitman Real Estate Securities
Illinois
$32.9M -$24.9M -465,553 -43%
Franklin Resources
72
Franklin Resources
California
$32.6M -$1.06M -19,819 -3%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.5M +$1.94M +36,210 +6%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$31.6M +$11.4K +213 +0%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$31.2M +$15K +280 +0%
1 2
3
4 5