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Welltower

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

114% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $22.9M

57% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 164

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.66B)

9% more funds holding

Funds holding: 535582 (+47)

0.82% more ownership

Funds ownership: 87.92%88.74% (+0.82%)

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.73%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B +$143M +2,278,426 +6%
Invesco
2
Invesco
Georgia
$1B +$32.4M +515,367 +3%
State Street
3
State Street
Massachusetts
$840M +$51.3M +815,870 +6%
BIT
4
BlackRock Institutional Trust
California
$730M +$32.2M +511,730 +5%
BFA
5
BlackRock Fund Advisors
California
$563M +$41.3M +656,473 +8%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$562M +$83.1M +1,320,957 +17%
SAMC
7
Shinko Asset Management Company
Japan
$508M +$46.2M +734,171 +10%
Cohen & Steers
8
Cohen & Steers
New York
$460M -$63M -1,000,400 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$363M +$94.4M +1,499,462 +35%
Deutsche Bank
10
Deutsche Bank
Germany
$357M +$53.3M +846,284 +17%
Northern Trust
11
Northern Trust
Illinois
$327M +$266K +4,223 +0.1%
PI
12
PGGM Investments
Netherlands
$322M +$248M +3,935,616 +325%
JP Morgan Chase
13
JP Morgan Chase
New York
$304M +$81.8M +1,299,696 +37%
BG
14
BlackRock Group
United Kingdom
$271M +$45.2M +718,659 +20%
Norges Bank
15
Norges Bank
Norway
$257M +$134M +2,130,122 +108%
EIP
16
Epoch Investment Partners
New York
$248M +$12.7M +202,065 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$231M +$16.8M +267,206 +8%
ECM
18
EII Capital Management
New York
$222M -$736K -11,700 -0.3%
N
19
Nuveen
North Carolina
$183M +$104M +1,655,500 +131%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$172M -$6.51M -103,500 -4%
Morgan Stanley
21
Morgan Stanley
New York
$170M +$27.6M +438,509 +19%
Principal Financial Group
22
Principal Financial Group
Iowa
$169M +$21M +333,134 +14%
SCCM
23
Schafer Cullen Capital Management
New York
$166M -$2.04M -32,343 -1%
MAA
24
Managed Account Advisors
New Jersey
$166M +$6.27M +99,647 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$162M +$8.1M +128,649 +5%