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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
3
Deutsche Bank
Germany
$289M
4
SAMC
4
Shinko Asset Management Company
Japan
$439M
5
HRES
5
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$310M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$170M
3
JHIU
3
Janus Henderson Investors US
Colorado
$5.4M
4
SB
4
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$62.2M 1,043,234 -125,582 -11%
Asset Management One
52
Asset Management One
Japan
$58.8M 994,614 -10,818 -1%
American Century Companies
53
American Century Companies
Missouri
$57M 957,040 +124,706 +15%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$56.8M 952,752 +8,802 +0.9%
TCIM
55
TIAA CREF Investment Management
New York
$55.4M 929,325 -68,780 -7%
CBOA
56
Commonwealth Bank of Australia
Australia
$53.5M 897,574 +509,699 +131%
BG
57
Bahl & Gaynor
Ohio
$53.5M 896,898 +54,138 +6%
AllianceBernstein
58
AllianceBernstein
Tennessee
$52.7M 883,719 -60,374 -6%
BlackRock
59
BlackRock
New York
$52M 872,543 +13,475 +2%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$48.4M 812,207 – –
CNB
61
City National Bank
California
$47.2M 792,658 +91,902 +13%
TG
62
TCW Group
California
$47.1M 790,455 +261,745 +50%
RJA
63
Raymond James & Associates
Florida
$46.3M 777,548 +76,001 +11%
Swiss National Bank
64
Swiss National Bank
Switzerland
$43.8M 734,166 -6,900 -0.9%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$43.3M 697,694 +18,650 +3%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$43.1M 723,600 +53,900 +8%
TIAAOA
67
Teachers Insurance & Annuity Association of America
New York
$41.7M 700,079 +4,753 +0.7%
BTS
68
BB&T Securities
Virginia
$39.3M 65,946 +4,206 +7%
BIM
69
BlackRock Investment Management
Delaware
$38.8M 651,446 -30,174 -4%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$38.5M 645,244 -135,950 -17%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$37.7M 632,919 -80,022 -11%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$35.6M 597,726 +16,242 +3%
U
73
UBS
Switzerland
$35M 587,969 +39,895 +7%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$34.9M 586,026 -4,377 -0.7%
GC
75
Guggenheim Capital
Illinois
$34.3M 575,967 +77,726 +16%
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