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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 %
GIA
176
Gateway Investment Advisers
Ohio
$6.08M +$442K +7,060 +8%
SB
177
Suntrust Banks
Georgia
$6.03M -$73.1M -1,166,282 -92%
Stifel Financial
178
Stifel Financial
Missouri
$5.77M -$1.43M -22,810 -20%
CM
179
Churchill Management
California
$5.71M +$678K +10,816 +13%
BFG
180
Beacon Financial Group
Texas
$5.71M +$302K +4,825 +6%
ClearBridge Investments
181
ClearBridge Investments
New York
$5.69M – – –
SCM
182
Summit Capital Management
Washington
$5.65M -$1,000K -15,955 -15%
QI
183
Qualcomm Inc
California
$5.58M -$3.22M -51,400 -37%
FM
184
Forward Management
California
$5.52M +$915K +14,600 +20%
HCMT
185
Highland Capital Management (Texas)
Texas
$5.43M +$5.43M +86,568 New
DP
186
Dearborn Partners
Illinois
$5.29M +$710K +11,326 +16%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$5.21M -$178K -2,840 -3%
BHA
188
Beech Hill Advisors
New York
$5.17M +$661K +10,550 +15%
FAF
189
Fjarde Ap-fonden
Sweden
$5.06M -$87.9K -1,402 -2%
HIMCH
190
Hartford Investment Management Co (HIMCO)
Connecticut
$5.04M +$87.9K +1,403 +2%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$4.96M – – –
MCM
192
Munder Capital Management
Michigan
$4.92M +$996K +15,897 +25%
EIM
193
ExxonMobil Investment Management
Texas
$4.87M +$111K +1,774 +2%
JHIU
194
Janus Henderson Investors US
Colorado
$4.81M -$821K -13,211 -15%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$4.81M +$106K +1,690 +2%
IRF
196
IBM Retirement Fund
New York
$4.75M +$163K +2,619 +4%
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$4.74M -$129K -2,064 -3%
Citadel Advisors
198
Citadel Advisors
Florida
$4.71M +$1.43M +22,785 +43%
SI
199
Stephens Inc
Arkansas
$4.71M +$151K +2,405 +3%
Royal London Asset Management
200
Royal London Asset Management
United Kingdom
$4.69M +$392K +6,113 +9%
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