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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 %
BHA
201
Beech Hill Advisors
New York
$3.69M +$351K +6,555 +11%
MCM
202
Maryland Capital Management
Maryland
$3.69M -$804K -15,009 -18%
Citadel Advisors
203
Citadel Advisors
Florida
$3.65M +$2.88M +53,832 +377%
BCM
204
BTR Capital Management
California
$3.61M +$710K +13,250 +24%
BFG
205
Beacon Financial Group
Texas
$3.55M +$1.59M +29,819 +81%
SI
206
Stephens Inc
Arkansas
$3.55M +$23K +429 +0.7%
FM
207
Forward Management
California
$3.45M +$723K +13,500 +27%
CIBC World Market
208
CIBC World Market
Ontario, Canada
$3.33M -$273K -5,089 -8%
SM
209
Stratton Management
Pennsylvania
$3.26M -$383K -7,150 -11%
GF
210
Goodman Financial
Texas
$3.24M +$20.9K +390 +0.6%
LFFS
211
La Francaise Forum Securities
Connecticut
$3.11M +$3.11M +58,083 New
CPS
212
Counsel Portfolio Services
Ontario, Canada
$3.11M +$3.11M +58,083 New
OTPPB
213
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.09M -$601K -11,222 -16%
OI
214
Oakbrook Investments
Illinois
$3.02M -$99.1K -1,850 -3%
BC
215
Barnett & Company
Tennessee
$3M -$360K -6,725 -11%
MCM
216
Munder Capital Management
Michigan
$3M -$825K -15,399 -22%
PAM
217
Private Asset Management
California
$2.97M +$1.47M +27,375 +97%
DP
218
Dearborn Partners
Illinois
$2.94M +$485K +9,048 +20%
BOH
219
Bank of Hawaii
Hawaii
$2.94M -$73.1K -1,365 -2%
GCM
220
Garland Capital Management
Washington
$2.91M -$69.6K -1,300 -2%
ARTA
221
A.R.T. Advisors
New York
$2.9M +$2.9M +54,079 New
FAAM
222
First Allied Asset Management
California
$2.84M +$2.84M +53,513 New
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$2.84M +$434K +8,100 +18%
JG
224
Jefferies Group
New York
$2.76M +$2.31M +43,054 +512%
BCMO
225
Buckingham Capital Management (Ohio)
Ohio
$2.74M -$157K -2,922 -5%
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