WELL icon

Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
201
Goodman Financial
Texas
$3.86M +$259K +4,346 +7%
MCM
202
Munder Capital Management
Michigan
$3.73M +$396K +6,640 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
203
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.73M -$565K -9,484 -13%
F
204
Filament
Washington
$3.56M +$3.56M +59,764 New
CIBC World Market
205
CIBC World Market
Ontario, Canada
$3.45M -$253K -4,243 -7%
PAM
206
Private Asset Management
California
$3.4M +$95.4K +1,600 +3%
VLKIM
207
Van Lanschot Kempen Investment Management
Netherlands
$3.36M +$489K +8,208 +17%
BC
208
Barnett & Company
Tennessee
$3.35M +$13K +218 +0.4%
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.31M +$2.66M +44,664 +410%
GCM
210
Garland Capital Management
Washington
$3.31M +$68.5K +1,150 +2%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$3.31M +$2.21M +37,160 +203%
SM
212
Stratton Management
Pennsylvania
$3.19M -$432K -7,250 -12%
Nomura Holdings
213
Nomura Holdings
Japan
$3.18M +$1.86M +31,179 +140%
BOH
214
Bank of Hawaii
Hawaii
$3.17M -$94.9K -1,592 -3%
BREA
215
Barings Real Estate Advisers
Connecticut
$3.15M +$145K +2,440 +5%
Citadel Advisors
216
Citadel Advisors
Florida
$3.13M -$935K -15,689 -23%
LCM
217
Landscape Capital Management
New Jersey
$3.12M -$987K -16,559 -24%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$3.11M +$146K +2,447 +5%
CAM
219
Carret Asset Management
New York
$3.05M +$595K +9,975 +24%
1832 Asset Management
220
1832 Asset Management
Ontario, Canada
$3.05M -$3.88M -65,600 -56%
URS
221
Utah Retirement Systems
Utah
$3.04M +$17.9K +300 +0.6%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$2.98M +$396K +6,644 +15%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$2.98M +$16.6K +279 +0.6%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$2.93M +$5.96K +100 +0.2%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$2.93M +$330K +5,534 +13%
7 8
9
10 11