WELL icon

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 %
BFM
201
Boston Financial Management
Massachusetts
$4.59M +$79K +1,266 +2%
IRF
202
IBM Retirement Fund
New York
$4.51M -$305K -4,825 -6%
AAF
203
Andra AP-fonden
Sweden
$4.5M +$2.38M +38,100 +112%
AMI
204
Amica Mutual Insurance
Rhode Island
$4.5M +$3.09M +49,508 +219%
BREA
205
Barings Real Estate Advisers
Connecticut
$4.46M +$1.21M +19,386 +37%
MSA
206
Mason Street Advisors
Wisconsin
$4.45M +$171K +2,739 +4%
PIP
207
Perennial Investment Partners
Australia
$4.39M -$2.8M -44,864 -39%
SCM
208
Sterneck Capital Management
Missouri
$4.36M +$3.93K +63 +0.1%
US Bancorp
209
US Bancorp
Minnesota
$4.28M -$218K -3,490 -5%
Korea Investment Corp
210
Korea Investment Corp
South Korea
$4.23M +$929K +14,900 +28%
PP
211
PDT Partners
New York
$4.18M -$6.44M -103,312 -61%
UOC
212
UBS O'Connor
Illinois
$4.14M +$1.45M +23,183 +54%
MAS
213
Madden Advisory Services
Florida
$4.07M -$56.3K -903 -1%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$4M +$365K +5,848 +10%
LPL Financial
215
LPL Financial
California
$3.95M +$400K +6,376 +11%
PAM
216
Private Asset Management
California
$3.91M -$5.3K -85 -0.1%
GEM
217
Global Endowment Management
North Carolina
$3.9M +$143K +2,300 +4%
GHA
218
Garcia Hamilton & Associates
Texas
$3.83M -$465K -7,460 -11%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.71M +$217K +3,484 +6%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$3.62M +$298K +4,770 +9%
Citadel Advisors
221
Citadel Advisors
Florida
$3.59M -$1.11M -17,740 -24%
BC
222
Barnett & Company
Tennessee
$3.58M +$180K +2,893 +5%
GT
223
Glenmede Trust
Pennsylvania
$3.54M +$3.05M +48,950 +628%
CIBC World Market
224
CIBC World Market
Ontario, Canada
$3.5M -$41.2K -661 -1%
URS
225
Utah Retirement Systems
Utah
$3.48M +$156K +2,500 +5%
7 8
9
10 11