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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.

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 %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$60.4M -$11.4M -182,805 -16%
RJA
52
Raymond James & Associates
Florida
$60.2M +$10.5M +168,327 +21%
BG
53
Bahl & Gaynor
Ohio
$59.4M +$1.76M +28,270 +3%
TCIM
54
TIAA CREF Investment Management
New York
$58.8M -$3.19M -51,091 -5%
American Century Companies
55
American Century Companies
Missouri
$57.8M -$19.3M -309,967 -25%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$57.4M +$14.8M +238,083 +35%
CNB
57
City National Bank
California
$55.3M +$2.79M +44,692 +5%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$54.7M +$4.03M +64,596 +8%
BTS
59
BB&T Securities
Virginia
$52M +$2.22M +3,554 +4%
HRES
60
Heitman Real Estate Securities
Illinois
$49.8M -$8.97M -143,771 -15%
Barclays
61
Barclays
United Kingdom
$47.9M -$43.9M -708,001 -48%
O
62
OppenheimerFunds
New York
$47.6M +$13.5M +216,630 +40%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$47M +$10.2M +164,165 +28%
AllianceBernstein
64
AllianceBernstein
Tennessee
$46M +$885K +14,184 +2%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$45.1M -$3.66M -58,700 -8%
RFC
66
Russell Frank Company
Washington
$42.5M -$14.3M -229,187 -25%
TIAAOA
67
Teachers Insurance & Annuity Association of America
New York
$42.5M -$139K -2,221 -0.3%
BIM
68
BlackRock Investment Management
Delaware
$42M +$1.52M +24,405 +4%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$39.9M +$3.17M +50,854 +9%
HCM
70
Highbridge Capital Management
New York
$39.6M +$2.23M +35,710 +6%
GC
71
Guggenheim Capital
Illinois
$39M +$6.44M +103,210 +20%
Swiss National Bank
72
Swiss National Bank
Switzerland
$38.5M +$2.89M +46,300 +8%
U
73
UBS
Switzerland
$38.4M -$2.82M -45,266 -7%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$38.3M +$35.7M +572,299 +1,362%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$38.1M +$3.1M +49,673 +9%
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3
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