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Welltower
WELL

Overview Fund Activity

556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
556
Holders Change
+41
Holders Change %
+7.96%
% of All Funds
16.15%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
87
Increased
207
Reduced
206
Closed
44
Calls
$54.2M
Puts
$29.4M
Net Calls
+$24.8M
Net Calls Change
+$5.92M

Top Buyers

1
DCMA
1
Daiwa Capital Markets America
New York
$216M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.12B
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
4
Barclays
4
Barclays
United Kingdom
$109M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$87.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$216M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
4
BlackRock Fund Advisors
California
$418M
5
Bank of America
5
Bank of America
North Carolina
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B 39,484,346 +989,913 +3%
Invesco
2
Invesco
Georgia
$793M 14,795,817 +557,650 +4%
State Street
3
State Street
Massachusetts
$686M 12,809,107 +515,814 +4%
BIT
4
BlackRock Institutional Trust
California
$590M 11,018,010 +377,107 +4%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M 8,041,232 +976,069 +14%
Cohen & Steers
6
Cohen & Steers
New York
$424M 7,921,577 -6,560,513 -45%
BFA
7
BlackRock Fund Advisors
California
$418M 7,804,418 -611,246 -7%
Capital World Investors
8
Capital World Investors
California
$361M 6,745,000 -25,500 -0.4%
SAMC
9
Shinko Asset Management Company
Japan
$352M 6,562,570 +688,611 +12%
Northern Trust
10
Northern Trust
Illinois
$274M 5,113,961 -64,839 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$250M 4,660,536 +3,277 +0.1%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$216M 4,030,544 -1,053,381 -21%
DCMA
13
Daiwa Capital Markets America
New York
$216M 4,030,544 +4,030,544 New
ECM
14
EII Capital Management
New York
$211M 3,933,200 -137,800 -3%
Deutsche Bank
15
Deutsche Bank
Germany
$202M 3,775,863 -179,201 -5%
EIP
16
Epoch Investment Partners
New York
$195M 3,646,045 +678,431 +23%
BG
17
BlackRock Group
United Kingdom
$192M 3,579,171 +62,898 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$176M 3,294,297 +170,327 +5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$174M 3,246,144 +318,572 +11%
Goldman Sachs
20
Goldman Sachs
New York
$151M 2,814,226 +300,251 +12%
Morgan Stanley
21
Morgan Stanley
New York
$148M 2,764,446 +89,309 +3%
SCCM
22
Schafer Cullen Capital Management
New York
$133M 2,483,621 +12,865 +0.5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$129M 2,410,645 +75,876 +3%
ACI
24
AMP Capital Investors
Australia
$127M 2,368,133 -1,238 -0.1%
MAA
25
Managed Account Advisors
New Jersey
$124M 2,317,643 -141,088 -6%
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