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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 %
TD Asset Management
101
TD Asset Management
Ontario, Canada
$22.3M 358,238 +60,479 +20%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$21.9M 350,727 +28,170 +9%
AQR Capital Management
103
AQR Capital Management
Connecticut
$21.4M 343,838 -81,258 -19%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$20.5M 329,268 +19,856 +6%
PPA
105
Parametric Portfolio Associates
Washington
$19.9M 319,832 +24,442 +8%
JCM
106
Janney Capital Management
Pennsylvania
$19.6M 314,711 +19,820 +7%
Wellington Management Group
107
Wellington Management Group
Massachusetts
$19.4M 310,394 -53,553 -15%
CC
108
Cannell & Co
New York
$18.7M 300,375 +43,150 +17%
ST
109
Sabal Trust
Florida
$18.5M 297,077 +5,058 +2%
MIS
110
Morningstar Investment Services
Illinois
$18.3M 293,331 +59,044 +25%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$17.7M 283,232 +221,055 +356%
WBC
112
Westpac Banking Corp
Australia
$17.2M 275,589 -160,626 -37%
Millennium Management
113
Millennium Management
New York
$16.8M 269,458 -485,927 -64%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$16.4M 262,242 +9,216 +4%
CCMH
115
Cornerstone Capital Management Holdings
New York
$15.7M 251,959 -60,066 -19%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$15.4M 246,499 +8,767 +4%
RCM
117
Riverhead Capital Management
Delaware
$15.3M 245,267 +203,157 +482%
First Trust Advisors
118
First Trust Advisors
Illinois
$15.1M 242,598 +114,959 +90%
ERSOT
119
Employees Retirement System of Texas
Texas
$15M 240,527 +55,000 +30%
DCM
120
Donaldson Capital Management
Indiana
$14.9M 239,404 +6,125 +3%
MWR
121
McAdams Wright Ragen
Washington
$14.5M 232,068 +14,867 +7%
PI
122
Putnam Investments
Massachusetts
$13.5M 216,550 +172,104 +387%
AAM
123
Advisors Asset Management
Colorado
$13.3M 213,812 -8,212 -4%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M 211,394 -375,204 -64%
AL
125
AJO LP
Pennsylvania
$12.7M 203,700 – –
3 4
5
6 7