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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
3
Deutsche Bank
Germany
$289M
4
SAMC
4
Shinko Asset Management Company
Japan
$439M
5
HRES
5
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$310M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$170M
3
JHIU
3
Janus Henderson Investors US
Colorado
$5.4M
4
SB
4
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B 41,188,447 +1,704,101 +4%
Invesco
2
Invesco
Georgia
$923M 15,494,683 +698,866 +5%
State Street
3
State Street
Massachusetts
$751M 12,594,377 -214,730 -2%
BIT
4
BlackRock Institutional Trust
California
$664M 11,140,287 +122,277 +1%
Cohen & Steers
5
Cohen & Steers
New York
$497M 8,336,627 +415,050 +5%
BFA
6
BlackRock Fund Advisors
California
$496M 8,326,557 +522,139 +7%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$456M 7,650,637 -390,595 -5%
SAMC
8
Shinko Asset Management Company
Japan
$439M 7,366,270 +803,700 +12%
Northern Trust
9
Northern Trust
Illinois
$310M 5,209,708 +95,747 +2%
Capital World Investors
10
Capital World Investors
California
$310M 5,205,000 -1,540,000 -23%
Deutsche Bank
11
Deutsche Bank
Germany
$289M 4,853,983 +1,078,120 +29%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$256M 4,298,035 -362,501 -8%
EIP
13
Epoch Investment Partners
New York
$224M 3,754,474 +108,429 +3%
BG
14
BlackRock Group
United Kingdom
$215M 3,609,846 +30,675 +0.9%
ECM
15
EII Capital Management
New York
$212M 3,549,900 -383,300 -10%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$211M 3,544,538 +298,394 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$204M 3,426,305 +132,008 +4%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$189M 1,751,320 +1,229,930 +236%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$170M 2,847,103 -1,183,441 -29%
SCCM
20
Schafer Cullen Capital Management
New York
$160M 2,681,414 +197,793 +8%
MAA
21
Managed Account Advisors
New Jersey
$152M 2,543,980 +226,337 +10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$147M 2,459,319 +48,674 +2%
ACI
23
AMP Capital Investors
Australia
$143M 2,421,385 +53,252 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$141M 2,358,473 +703,775 +43%
Goldman Sachs
25
Goldman Sachs
New York
$138M 2,313,730 -500,496 -18%
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