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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.

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

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B
2
Cohen & Steers
2
Cohen & Steers
New York
$903M
3
Invesco
3
Invesco
Georgia
$885M
4
State Street
4
State Street
Massachusetts
$815M
5
BIT
5
BlackRock Institutional Trust
California
$706M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B 38,257,128 +38,257,128 New
Cohen & Steers
2
Cohen & Steers
New York
$903M 13,465,201 +13,465,201 New
Invesco
3
Invesco
Georgia
$885M 13,199,742 +13,199,742 New
State Street
4
State Street
Massachusetts
$815M 12,151,762 +12,151,762 New
BIT
5
BlackRock Institutional Trust
California
$706M 10,527,645 +10,527,645 New
BFA
6
BlackRock Fund Advisors
California
$587M 8,754,368 +8,754,368 New
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$437M 6,525,403 +6,525,403 New
Capital World Investors
8
Capital World Investors
California
$420M 6,265,500 +6,265,500 New
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$364M 5,434,214 +5,434,214 New
Northern Trust
10
Northern Trust
Illinois
$352M 5,248,767 +5,248,767 New
SAMC
11
Shinko Asset Management Company
Japan
$340M 5,075,299 +5,075,299 New
Deutsche Bank
12
Deutsche Bank
Germany
$321M 4,789,173 +4,789,173 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$313M 4,670,057 +4,670,057 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$281M 4,188,597 +4,188,597 New
ECM
15
EII Capital Management
New York
$279M 4,168,000 +4,168,000 New
BG
16
BlackRock Group
United Kingdom
$232M 3,457,028 +3,457,028 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$188M 2,809,981 +2,809,981 New
Morgan Stanley
18
Morgan Stanley
New York
$181M 2,694,181 +2,694,181 New
SCCM
19
Schafer Cullen Capital Management
New York
$169M 2,520,530 +2,520,530 New
Wells Fargo
20
Wells Fargo
California
$152M 2,272,537 +2,272,537 New
MAA
21
Managed Account Advisors
New Jersey
$151M 2,256,616 +2,256,616 New
Goldman Sachs
22
Goldman Sachs
New York
$149M 2,225,551 +2,225,551 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$149M 2,225,614 +2,225,614 New
ACI
24
AMP Capital Investors
Australia
$145M 2,157,631 +2,157,631 New
Norges Bank
25
Norges Bank
Norway
$137M 2,044,182 +2,044,182 New
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