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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 Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$37.1M 595,309 +16,747 +3%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.2M 580,378 +15,217 +3%
Franklin Resources
78
Franklin Resources
California
$36.1M 579,416 +122,619 +27%
SO
79
STRS Ohio
Ohio
$33.6M 538,341 +15,415 +3%
USAA
80
United Services Automobile Association
Texas
$33.5M 537,025 -156 -0%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$33.5M 536,450 +36,920 +7%
SAM
82
Securian Asset Management
Minnesota
$32.4M 519,661 +107,756 +26%
APG Asset Management
83
APG Asset Management
Netherlands
$32M 513,083 +111,265 +28%
ACI
84
AMP Capital Investors
Australia
$31.9M 507,938 -796,332 -61%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$30.5M 488,806 +28,606 +6%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$30.1M 482,060 +62,017 +15%
VRS
87
Virginia Retirement Systems
Virginia
$29.9M 478,594 +142,250 +42%
MTB
88
Mizuho Trust & Banking
Japan
$29.7M 475,510 +34,102 +8%
STC
89
SEI Trust Company
Pennsylvania
$29.6M 473,877 +22,494 +5%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$29.1M 495,459 +88,589 +22%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$29.1M 465,780 -13,672 -3%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$28.5M 457,659 +224,225 +96%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$27.6M 442,215 +2,007 +0.5%
FMI
94
Factory Mutual Insurance
Massachusetts
$26.8M 430,000 – –
AAM
95
Aberdeen Asset Management
United Kingdom
$25.8M 414,331 +74,151 +22%
KeyBank National Association
96
KeyBank National Association
Ohio
$24.4M 391,096 +4,060 +1%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$23.5M 376,600 -169,500 -31%
VFA
98
Virtus Fund Advisers
Connecticut
$23.4M 374,724 -178,855 -32%
BJ
99
BlackRock Japan
Japan
$22.9M 367,376 +54,111 +17%
HI
100
Honeywell International
North Carolina
$22.8M 365,805 +1,605 +0.4%
2 3
4
5 6