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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 %
Citigroup
151
Citigroup
New York
$7.22M -$4.29M -72,027 -37%
Comerica Bank
152
Comerica Bank
Texas
$7.18M -$51.1K -857 -0.7%
SOMRS
153
State of Michigan Retirement System
Michigan
$7.06M +$59.6K +1,000 +0.9%
Aviva
154
Aviva
United Kingdom
$7.03M +$341K +5,720 +5%
Stifel Financial
155
Stifel Financial
Missouri
$6.85M +$6.85M +114,871 New
CTC
156
Central Trust Company
Missouri
$6.76M -$419K -7,026 -6%
CA
157
Commerzbank Aktiengesellschaft
Germany
$6.39M +$583K +9,776 +10%
Public Sector Pension Investment Board (PSP Investments)
158
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.33M -$41.7K -700 -0.7%
SCM
159
Summit Capital Management
Washington
$6.33M -$395K -6,620 -6%
SONJCPFA
160
State of New Jersey Common Pension Fund A
New Jersey
$6.23M -$894K -15,000 -13%
1IC
161
1919 Investment Counsel
Maryland
$6.19M +$52.3K +878 +0.9%
First Trust Advisors
162
First Trust Advisors
Illinois
$6.11M -$472K -7,926 -7%
B
163
Baird
Wisconsin
$6.09M +$89.1K +1,495 +1%
FFSOTS
164
Fiduciary Financial Services of The Southwest
Texas
$6M -$20.5K -344 -0.3%
Credit Agricole
165
Credit Agricole
France
$5.97M -$7.19M -120,701 -55%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$5.96M -$252K -4,230 -4%
AAMU
167
Amundi Asset Management US
Massachusetts
$5.85M +$89.4K +1,500 +2%
ASRS
168
Arizona State Retirement System
Arizona
$5.7M -$155K -2,600 -3%
TSU
169
TD Securities (USA)
New York
$5.67M -$399K -6,690 -7%
BIM
170
Bridgecreek Investment Management
Oklahoma
$5.58M +$115K +1,925 +2%
MSR
171
Main Street Research
Connecticut
$5.54M +$750K +12,580 +16%
ClearBridge Investments
172
ClearBridge Investments
New York
$5.41M -$2.68K -45 -0%
JHIU
173
Janus Henderson Investors US
Colorado
$5.4M -$51.7M -867,263 -91%
GIA
174
Gateway Investment Advisers
Ohio
$5.36M -$37.8K -635 -0.7%
KBC Group
175
KBC Group
Belgium
$5.16M -$675K -11,317 -12%
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