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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.

New
Increased
Maintained
Reduced
Closed
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 %
ProShare Advisors
126
ProShare Advisors
Maryland
$12.6M -$1.01M -16,235 -7%
CIM
127
Corda Investment Management
Texas
$12.6M +$936 +15 +0%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$12.4M +$810K +12,979 +7%
GMIM
129
General Motors Investment Management
New York
$12.2M – – –
PI
130
Placemark Investments
Illinois
$12M +$685K +10,992 +6%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$11.9M -$912K -14,614 -7%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$11.5M +$1.8M +28,902 +19%
GCA
133
GSI Capital Advisors
California
$11.4M -$736K -11,800 -6%
LCP
134
LGT Capital Partners
Switzerland
$11.2M +$1.33M +21,280 +13%
Renaissance Technologies
135
Renaissance Technologies
New York
$11.1M +$11.1M +178,500 New
Caisse de Depot et Placement du Quebec (CDPQ)
136
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.7M +$274K +4,400 +3%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$10.6M +$462K +7,400 +5%
AIG
138
American International Group
New York
$10.3M +$1.13M +18,147 +12%
Canada Life
139
Canada Life
Manitoba, Canada
$10.3M +$160K +2,565 +2%
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$10.2M -$73.4K -1,177 -0.7%
CA
141
Commerzbank Aktiengesellschaft
Germany
$10M +$2.46M +39,504 +33%
Ameriprise
142
Ameriprise
Minnesota
$9.79M +$555K +8,892 +6%
SOADOR
143
State of Alaska Department of Revenue
Alaska
$9.64M -$1.43M -22,990 -13%
Nomura Asset Management
144
Nomura Asset Management
Japan
$9.35M +$1.22M +19,520 +15%
EA
145
Euclid Advisors
Connecticut
$8.79M +$1.29M +20,690 +17%
NFA
146
Nationwide Fund Advisors
Ohio
$8.55M +$257K +4,120 +3%
SAM
147
Shell Asset Management
Netherlands
$8.55M +$900K +14,437 +12%
TCOT
148
Trust Company of Toledo
Ohio
$8.42M -$169K -2,712 -2%
SOMRS
149
State of Michigan Retirement System
Michigan
$8.29M +$480K +7,700 +6%
MNA
150
Manning & Napier Advisors
New York
$8.19M -$2.47M -39,602 -23%
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