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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
$2.12B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
3
Barclays
Barclays
United Kingdom
$109M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$87.1M
5
SAMC
Shinko Asset Management Company
Japan
$352M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$216M
3
DPIM
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
BlackRock Fund Advisors
California
$418M
5
Bank of America
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
151
Renaissance Technologies
New York
$6.62M +$6.62M +123,563 New
Nomura Asset Management
152
Nomura Asset Management
Japan
$6.53M -$252K -4,700 -4%
Comerica Bank
153
Comerica Bank
Texas
$6.5M -$1.89M -35,359 -23%
DLG
154
Daniel L. Goodwin
$6.5M – – –
CTC
155
Central Trust Company
Missouri
$6.45M -$186K -3,467 -3%
SONJCPFA
156
State of New Jersey Common Pension Fund A
New Jersey
$6.4M – – –
Ameriprise
157
Ameriprise
Minnesota
$6.39M -$1.29M -24,141 -17%
SOMRS
158
State of Michigan Retirement System
Michigan
$6.29M +$37.5K +700 +0.6%
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
$6.28M -$762K -14,207 -11%
GCA
160
GSI Capital Advisors
California
$6.12M +$359K +6,700 +6%
IRF
161
IBM Retirement Fund
New York
$6.11M -$252K -4,704 -4%
SCM
162
Summit Capital Management
Washington
$6.04M +$6.04M +112,750 New
Aviva
163
Aviva
United Kingdom
$6.02M +$309K +5,764 +5%
First Trust Advisors
164
First Trust Advisors
Illinois
$5.91M -$289K -5,393 -5%
SCM
165
Stevens Capital Management
Pennsylvania
$5.74M +$5.74M +107,065 New
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.72M +$605K +11,300 +12%
CA
167
Commerzbank Aktiengesellschaft
Germany
$5.65M +$218K +3,769 +4%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$5.58M +$101K +1,890 +2%
EA
169
Euclid Advisors
Connecticut
$5.55M -$224K -4,190 -4%
1IC
170
1919 Investment Counsel
Maryland
$5.52M -$35.9K -670 -0.6%
TSU
171
TD Securities (USA)
New York
$5.46M +$197K +3,671 +4%
FFSOTS
172
Fiduciary Financial Services of The Southwest
Texas
$5.41M -$80.1K -1,495 -1%
B
173
Baird
Wisconsin
$5.39M +$4.72M +88,123 +703%
GCP
174
GSA Capital Partners
United Kingdom
$5.33M +$5.33M +99,433 New
Voloridge Investment Management
175
Voloridge Investment Management
Florida
$5.27M +$5.27M +98,415 New
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