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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$5.98M -$122K -1,960 -2%
ZIM
177
Zacks Investment Management
Illinois
$5.95M -$436K -6,983 -7%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$5.91M -$4.21M -67,550 -42%
Grantham, Mayo, Van Otterloo & Co (GMO)
179
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.81M +$2.18M +35,000 +60%
BFG
180
Beacon Financial Group
Texas
$5.81M +$90.9K +1,449 +2%
JHIU
181
Janus Henderson Investors US
Colorado
$5.77M +$940K +15,067 +19%
SI
182
Stephens Inc
Arkansas
$5.69M +$998K +15,997 +21%
ClearBridge Investments
183
ClearBridge Investments
New York
$5.66M – – –
FM
184
Forward Management
California
$5.59M +$99.8K +1,600 +2%
QI
185
Qualcomm Inc
California
$5.55M – – –
MAM
186
Martingale Asset Management
Massachusetts
$5.41M +$4.37M +70,082 +420%
DP
187
Dearborn Partners
Illinois
$5.32M +$55.8K +895 +1%
SCM
188
Summit Capital Management
Washington
$5.3M -$329K -5,275 -6%
HIMCH
189
Hartford Investment Management Co (HIMCO)
Connecticut
$5.27M +$251K +4,032 +5%
BHA
190
Beech Hill Advisors
New York
$5.25M +$98.2K +1,575 +2%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$5.12M +$339K +5,437 +7%
1832 Asset Management
192
1832 Asset Management
Ontario, Canada
$5.09M +$1.87M +30,000 +58%
FAF
193
Fjarde Ap-fonden
Sweden
$5.01M -$26.3K -421 -0.5%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$4.96M +$3.24M +51,950 +189%
EIM
195
ExxonMobil Investment Management
Texas
$4.95M +$105K +1,690 +2%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$4.93M +$217K +3,477 +5%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$4.93M -$249K -3,996 -5%
M&T Bank
198
M&T Bank
New York
$4.77M +$4.55M +72,991 +2,105%
MCM
199
Munder Capital Management
Michigan
$4.76M -$139K -2,230 -3%
Royal London Asset Management
200
Royal London Asset Management
United Kingdom
$4.69M +$107K +1,712 +2%
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