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Welltower
WELL

Overview Fund Activity

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.

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
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

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B 43,466,873 +2,278,426 +6%
Invesco
2
Invesco
Georgia
$1B 16,010,050 +515,367 +3%
State Street
3
State Street
Massachusetts
$840M 13,410,247 +815,870 +6%
BIT
4
BlackRock Institutional Trust
California
$730M 11,652,017 +511,730 +5%
BFA
5
BlackRock Fund Advisors
California
$563M 8,983,030 +656,473 +8%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$562M 8,971,594 +1,320,957 +17%
SAMC
7
Shinko Asset Management Company
Japan
$508M 8,100,441 +734,171 +10%
Cohen & Steers
8
Cohen & Steers
New York
$460M 7,336,227 -1,000,400 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$363M 5,797,497 +1,499,462 +35%
Deutsche Bank
10
Deutsche Bank
Germany
$357M 5,700,267 +846,284 +17%
Northern Trust
11
Northern Trust
Illinois
$327M 5,213,931 +4,223 +0.1%
PI
12
PGGM Investments
Netherlands
$322M 5,145,044 +3,935,616 +325%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$304M 4,844,234 +1,299,696 +37%
BG
14
BlackRock Group
United Kingdom
$271M 4,328,505 +718,659 +20%
Norges Bank
15
Norges Bank
Norway
$257M 4,105,036 +2,130,122 +108%
EIP
16
Epoch Investment Partners
New York
$248M 3,956,539 +202,065 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$231M 3,693,511 +267,206 +8%
ECM
18
EII Capital Management
New York
$222M 3,538,200 -11,700 -0.3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$183M 2,922,506 +1,655,500 +131%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$172M 2,743,603 -103,500 -4%
Morgan Stanley
21
Morgan Stanley
New York
$170M 2,707,795 +438,509 +19%
Principal Financial Group
22
Principal Financial Group
Iowa
$169M 2,691,607 +333,134 +14%
SCCM
23
Schafer Cullen Capital Management
New York
$166M 2,649,071 -32,343 -1%
MAA
24
Managed Account Advisors
New Jersey
$166M 2,643,627 +99,647 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$162M 2,587,968 +128,649 +5%
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