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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 %
BFM
201
Boston Financial Management
Massachusetts
$4.53M -$14.7K -234 -0.3%
US Bancorp
202
US Bancorp
Minnesota
$4.53M -$191K -3,043 -4%
SCM
203
Sterneck Capital Management
Missouri
$4.38M -$262K -4,178 -6%
GHA
204
Garcia Hamilton & Associates
Texas
$4.31M +$4.31M +68,820 New
MSA
205
Mason Street Advisors
Wisconsin
$4.3M +$1.29M +20,623 +43%
MAS
206
Madden Advisory Services
Florida
$4.14M -$92.1K -1,470 -2%
WFM
207
Wilmington Funds Management
Delaware
$4.13M -$201K -3,200 -5%
PAM
208
Private Asset Management
California
$3.94M +$357K +5,697 +10%
GCP
209
GSA Capital Partners
United Kingdom
$3.91M +$3.91M +62,414 New
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$3.9M +$765K +12,204 +24%
GCA
211
Gideon Capital Advisors
New York
$3.84M +$3.84M +61,268 New
GEM
212
Global Endowment Management
North Carolina
$3.78M +$3.78M +60,290 New
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$3.66M +$517K +8,249 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.65M -$269K -4,300 -7%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$3.55M -$79.1K -1,262 -2%
LPL Financial
216
LPL Financial
California
$3.55M -$653K -10,424 -16%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.51M +$24.4K +389 +0.7%
GCM
218
Garland Capital Management
Washington
$3.48M +$3.13K +50 +0.1%
SM
219
Stratton Management
Pennsylvania
$3.46M +$100K +1,600 +3%
BC
220
Barnett & Company
Tennessee
$3.42M -$107K -1,700 -3%
PAI
221
Pittenger & Anderson Inc
Nebraska
$3.36M +$511K +8,155 +18%
URS
222
Utah Retirement Systems
Utah
$3.34M +$138K +2,200 +4%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$3.33M +$254K +4,050 +8%
Korea Investment Corp
224
Korea Investment Corp
South Korea
$3.32M -$777K -12,400 -19%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$3.31M +$44.2K +706 +1%
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