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Welltower
WELL

Overview Fund Activity

513 hedge funds and large institutions have $17.1B invested in Welltower in 2013 Q2 according to their latest regulatory filings, with 513 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+513
Holders Change %
–
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.78%
New
513
Increased
–
Reduced
–
Closed
–
Calls
$39.8M
Puts
$37.3M
Net Calls
+$2.54M
Net Calls Change
+$2.54M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BREA
201
Barings Real Estate Advisers
Connecticut
$4.61M +$4.61M +68,824 New
BFM
202
Boston Financial Management
Massachusetts
$4.52M +$4.52M +67,412 New
BHA
203
Beech Hill Advisors
New York
$4.47M +$4.47M +66,660 New
SM
204
Stratton Management
Pennsylvania
$4.42M +$4.42M +65,950 New
Lord, Abbett & Co
205
Lord, Abbett & Co
New Jersey
$4.41M +$4.41M +65,800 New
VRS
206
Virginia Retirement Systems
Virginia
$4.39M +$4.39M +65,451 New
OI
207
Oakbrook Investments
Illinois
$4.19M +$4.19M +62,429 New
GH
208
GAM Holding
Switzerland
$4.15M +$4.15M +61,917 New
MSA
209
Mason Street Advisors
Wisconsin
$4.01M +$4.01M +59,820 New
WAM
210
World Asset Management
Michigan
$4M +$4M +59,607 New
GF
211
Goodman Financial
Texas
$3.99M +$3.99M +59,473 New
BC
212
Barnett & Company
Tennessee
$3.98M +$3.98M +59,362 New
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.88M +$3.88M +57,917 New
AWCI
214
Alpine Woods Capital Investors
New York
$3.81M +$3.81M +56,903 New
GCM
215
Garland Capital Management
Washington
$3.76M +$3.76M +56,025 New
PP
216
Prudential plc
United Kingdom
$3.72M +$3.72M +55,523 New
BOH
217
Bank of Hawaii
Hawaii
$3.66M +$3.66M +54,635 New
CIBC World Market
218
CIBC World Market
Ontario, Canada
$3.64M +$3.64M +54,350 New
CCM
219
Chilton Capital Management
Texas
$3.57M +$3.57M +53,303 New
BCM
220
BTR Capital Management
California
$3.57M +$3.57M +53,262 New
IWC
221
Integrated Wealth Counsel
California
$3.52M +$3.52M +52,570 New
BCMO
222
Buckingham Capital Management (Ohio)
Ohio
$3.52M +$3.52M +52,538 New
UCFA
223
United Capital Financial Advisors
Texas
$3.51M +$3.51M +52,310 New
URS
224
Utah Retirement Systems
Utah
$3.43M +$3.43M +51,148 New
FM
225
Forward Management
California
$3.41M +$3.41M +50,900 New
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