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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$185M
2
JHIU
2
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
3
Invesco
Georgia
$888M
4
Cohen & Steers
4
Cohen & Steers
New York
$903M
5
SAMC
5
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
3
Deutsche Bank
Germany
$247M
4
VAM
4
Visium Asset Management
New York
$0
5
AAMU
5
APG Asset Management US
New York
$91M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.4B 38,494,433 +237,305 +0.6%
Cohen & Steers
2
Cohen & Steers
New York
$903M 14,482,090 +1,016,889 +8%
Invesco
3
Invesco
Georgia
$888M 14,238,167 +1,038,425 +8%
State Street
4
State Street
Massachusetts
$767M 12,293,293 +141,531 +1%
BIT
5
BlackRock Institutional Trust
California
$664M 10,640,903 +113,258 +1%
BFA
6
BlackRock Fund Advisors
California
$525M 8,415,664 -338,704 -4%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$441M 7,065,163 +539,760 +8%
Capital World Investors
8
Capital World Investors
California
$422M 6,770,500 +505,000 +8%
SAMC
9
Shinko Asset Management Company
Japan
$366M 5,873,959 +798,660 +16%
Northern Trust
10
Northern Trust
Illinois
$323M 5,178,800 -69,967 -1%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$317M 5,083,925 -350,289 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$291M 4,657,259 -12,798 -0.3%
ECM
13
EII Capital Management
New York
$254M 4,071,000 -97,000 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$247M 3,955,064 -834,109 -17%
BG
15
BlackRock Group
United Kingdom
$219M 3,516,273 +59,245 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$195M 3,123,970 +313,989 +11%
EIP
17
Epoch Investment Partners
New York
$185M 2,967,614 +1,747,830 +143%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$183M 2,927,572 -1,261,025 -30%
Morgan Stanley
19
Morgan Stanley
New York
$167M 2,675,137 -19,044 -0.7%
Goldman Sachs
20
Goldman Sachs
New York
$157M 2,513,975 +288,424 +13%
SCCM
21
Schafer Cullen Capital Management
New York
$154M 2,470,756 -49,774 -2%
MAA
22
Managed Account Advisors
New Jersey
$153M 2,458,731 +202,115 +9%
ACI
23
AMP Capital Investors
Australia
$150M 2,369,371 +211,740 +10%
Wells Fargo
24
Wells Fargo
California
$149M 2,392,773 +120,236 +5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$146M 2,334,769 +109,155 +5%
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