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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 %
ASRS
176
Arizona State Retirement System
Arizona
$5.26M -$107K -2,000 -2%
KBC Group
177
KBC Group
Belgium
$5.24M +$164K +3,069 +3%
LPL Financial
178
LPL Financial
California
$5.23M +$527K +9,833 +11%
AAMU
179
Amundi Asset Management US
Massachusetts
$5.18M -$262K -4,900 -5%
MWR
180
McAdams Wright Ragen
Washington
$4.98M +$4.98M +92,896 New
BIM
181
Bridgecreek Investment Management
Oklahoma
$4.91M +$373K +6,965 +8%
ClearBridge Investments
182
ClearBridge Investments
New York
$4.87M +$2.41K +45 +0%
GIA
183
Gateway Investment Advisers
Ohio
$4.86M +$45.5K +850 +0.9%
UCFA
184
United Capital Financial Advisors
Texas
$4.68M +$1.82M +33,915 +63%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$4.6M +$8.63K +161 +0.2%
MSR
186
Main Street Research
Connecticut
$4.3M +$3.43K +64 +0.1%
HIMCH
187
Hartford Investment Management Co (HIMCO)
Connecticut
$4.26M -$311K -5,806 -7%
GIBU
188
Gulf International Bank (UK)
United Kingdom
$4.24M +$4.24M +79,110 New
FAF
189
Fjarde Ap-fonden
Sweden
$4.24M -$129K -2,417 -3%
MAS
190
Madden Advisory Services
Florida
$4.16M -$559K -10,435 -12%
EIM
191
ExxonMobil Investment Management
Texas
$4.03M -$58.3K -1,089 -1%
WFM
192
Wilmington Funds Management
Delaware
$4M +$188K +3,500 +5%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$3.96M -$420K -7,917 -10%
US Bancorp
194
US Bancorp
Minnesota
$3.94M -$151K -2,823 -4%
GH
195
GAM Holding
Switzerland
$3.91M +$311K +5,800 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
196
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.86M +$21.4K +400 +0.6%
Royal London Asset Management
197
Royal London Asset Management
United Kingdom
$3.83M -$881K -15,877 -19%
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$3.81M -$115K -2,142 -3%
BFM
199
Boston Financial Management
Massachusetts
$3.7M +$140K +2,615 +4%
LCM
200
Landscape Capital Management
New Jersey
$3.69M +$3.69M +68,959 New
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