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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.

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 %
Asset Management One
51
Asset Management One
Japan
$62.2M -$59.9K -956 -0.1%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$59.5M -$190K -3,024 -0.3%
HRES
53
Heitman Real Estate Securities
Illinois
$59.1M -$27.3M -435,020 -32%
BlackRock
54
BlackRock
New York
$58.5M +$3.79M +60,475 +7%
RFC
55
Russell Frank Company
Washington
$58.2M -$23.7M -370,938 -29%
BG
56
Bahl & Gaynor
Ohio
$58M +$1.75M +27,961 +3%
CNB
57
City National Bank
California
$52.7M +$3.05M +48,604 +6%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$50.9M – – –
BTS
59
BB&T Securities
Virginia
$50M +$8.72M +13,912 +21%
RJA
60
Raymond James & Associates
Florida
$50M +$1.23M +19,596 +3%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$49M +$5.3M +84,500 +12%
Millennium Management
62
Millennium Management
New York
$47.3M +$47.3M +755,385 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$45.4M -$10M -159,630 -18%
TIAAOA
64
Teachers Insurance & Annuity Association of America
New York
$42.8M -$1.06M -16,980 -2%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$42.7M +$8.79M +140,227 +26%
U
66
UBS
Switzerland
$41.4M +$4.52M +72,180 +12%
BIM
67
BlackRock Investment Management
Delaware
$40.7M -$135K -2,153 -0.3%
HCM
68
Highbridge Capital Management
New York
$37.5M +$33.2M +530,000 +767%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$36.9M -$2.72M -43,452 -7%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$36.9M -$577K -9,202 -2%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$36.8M +$7.23M +115,300 +24%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$36.3M -$468K -7,464 -1%
Swiss National Bank
73
Swiss National Bank
Switzerland
$35.8M -$10.2M -162,400 -22%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.4M +$380K +6,067 +1%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$35.1M +$2.71M +43,200 +8%
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