WELL icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$18M -$2M -33,542 -10%
ST
102
Sabal Trust
Florida
$17.6M +$1.7M +28,527 +11%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$17.5M +$63.2K +1,060 +0.4%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$17M +$611K +10,250 +4%
DPIM
105
Duff & Phelps Investment Management
Illinois
$16.7M -$22.5M -376,787 -57%
Macquarie Group
106
Macquarie Group
Australia
$16.6M +$4.61M +77,352 +38%
JCM
107
Janney Capital Management
Pennsylvania
$16.4M +$4.22M +70,772 +35%
CCMH
108
Cornerstone Capital Management Holdings
New York
$16.3M -$3.34M -55,974 -17%
PPA
109
Parametric Portfolio Associates
Washington
$15.2M -$1.29M -21,566 -8%
AAM
110
Advisors Asset Management
Colorado
$14.9M -$571K -9,577 -4%
MIS
111
Morningstar Investment Services
Illinois
$14.6M +$1.54M +25,761 +12%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$77.5K -1,301 -0.6%
DCM
113
Donaldson Capital Management
Indiana
$13M +$1.09M +18,250 +9%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$12.9M -$769K -12,901 -6%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$12.6M -$1.21M -20,320 -9%
ProShare Advisors
116
ProShare Advisors
Maryland
$12M -$1.12M -18,863 -9%
MWR
117
McAdams Wright Ragen
Washington
$11.9M +$6.41M +107,521 +116%
CIM
118
Corda Investment Management
Texas
$11.7M +$1.68M +28,165 +17%
GMIM
119
General Motors Investment Management
New York
$11.7M +$3.58M +60,000 +44%
GCA
120
GSI Capital Advisors
California
$11.6M +$4.8M +80,600 +71%
Canada Life
121
Canada Life
Manitoba, Canada
$11.1M +$400K +6,746 +4%
HSS
122
Harrison Street Securities
Illinois
$10.8M -$1.37M -23,011 -11%
MNA
123
Manning & Napier Advisors
New York
$10.6M -$18.1K -304 -0.2%
WI
124
WBI Investments
New Jersey
$10.5M +$10.5M +176,784 New
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$10.4M +$215K +3,614 +2%
3 4
5
6 7