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Welltower
WELL

Overview Fund Activity

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$7.74M +$77.5K +1,236 +1%
SAM
152
Shell Asset Management
Netherlands
$7.69M -$1.25M -19,917 -14%
CA
153
Commerzbank Aktiengesellschaft
Germany
$7.62M +$894K +14,268 +13%
DLG
154
Daniel L. Goodwin
$7.6M – – –
EA
155
Euclid Advisors
Connecticut
$7.53M -$1.72M -27,500 -19%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$7.49M +$7.49M +119,500 New
KBC Group
157
KBC Group
Belgium
$7.44M +$2.02M +32,233 +37%
PIP
158
Perennial Investment Partners
Australia
$7.22M +$2.99M +47,756 +71%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.21M +$555K +8,863 +8%
EAM
160
EverPoint Asset Management
Connecticut
$7.21M +$7.21M +115,000 New
CTC
161
Central Trust Company
Missouri
$7.12M +$10.4K +166 +0.1%
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$6.94M -$1.68M -26,800 -19%
Citigroup
163
Citigroup
New York
$6.88M -$705K -11,246 -9%
AAMU
164
Amundi Asset Management US
Massachusetts
$6.85M +$696K +11,100 +11%
TSU
165
TD Securities (USA)
New York
$6.69M +$729K +11,625 +12%
ASRS
166
Arizona State Retirement System
Arizona
$6.52M +$526K +8,400 +9%
1IC
167
1919 Investment Counsel
Maryland
$6.51M +$2.01K +32 +0%
B
168
Baird
Wisconsin
$6.48M +$77.3K +1,234 +1%
ZIM
169
Zacks Investment Management
Illinois
$6.43M +$6.43M +102,269 New
Comerica Bank
170
Comerica Bank
Texas
$6.39M -$1.17M -18,626 -15%
FFSOTS
171
Fiduciary Financial Services of The Southwest
Texas
$6.34M +$29.8K +475 +0.5%
Credit Agricole
172
Credit Agricole
France
$6.21M -$64.2K -1,025 -1%
BIM
173
Bridgecreek Investment Management
Oklahoma
$6.15M +$285K +4,550 +5%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$6.13M -$136K -2,169 -2%
MSR
175
Main Street Research
Connecticut
$6.1M +$278K +4,440 +5%
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