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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 %
FMI
101
Factory Mutual Insurance
Massachusetts
$19M +$268K +5,000 +1%
BJ
102
BlackRock Japan
Japan
$18.9M -$198K -3,698 -1%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$18M +$280K +5,222 +2%
STC
104
SEI Trust Company
Pennsylvania
$17.8M +$2.53M +47,169 +17%
CCMH
105
Cornerstone Capital Management Holdings
New York
$17.7M -$2.62M -48,920 -13%
BA
106
Bridgewater Associates
Connecticut
$17.5M +$16.5M +308,478 +1,764%
AQR Capital Management
107
AQR Capital Management
Connecticut
$16.5M +$598K +11,160 +4%
APG Asset Management
108
APG Asset Management
Netherlands
$16.3M -$370K -6,912 -2%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$15.7M -$7.25M -135,290 -32%
NTCOC
110
Northern Trust Company of Connecticut
Connecticut
$15M -$80.6K -1,505 -0.5%
PPA
111
Parametric Portfolio Associates
Washington
$14.8M -$2.21M -41,192 -13%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$14.7M +$1.84M +34,400 +14%
ST
113
Sabal Trust
Florida
$14.3M +$870K +16,235 +6%
AAM
114
Advisors Asset Management
Colorado
$13.9M -$1.16M -21,589 -8%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$12.4M -$1.31M -24,395 -10%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$12.3M -$276K -5,145 -2%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$12.3M -$64.2K -1,198 -0.5%
Credit Agricole
118
Credit Agricole
France
$11.8M -$64.3K -1,200 -0.5%
ProShare Advisors
119
ProShare Advisors
Maryland
$11.8M +$649K +12,108 +6%
MIS
120
Morningstar Investment Services
Illinois
$11.8M +$3.62M +67,655 +45%
JCM
121
Janney Capital Management
Pennsylvania
$11M +$1.12M +20,882 +11%
HSS
122
Harrison Street Securities
Illinois
$10.9M +$4.31M +80,546 +65%
Macquarie Group
123
Macquarie Group
Australia
$10.8M -$450K -8,396 -4%
DCM
124
Donaldson Capital Management
Indiana
$10.7M +$735K +13,723 +7%
PIP
125
Perennial Investment Partners
Australia
$10.7M +$8.39M +156,543 +364%
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5
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