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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3B 48,030,974 +4,564,101 +11%
Invesco
2
Invesco
Georgia
$965M 15,479,898 -530,152 -3%
State Street
3
State Street
Massachusetts
$917M 14,698,658 +1,288,411 +10%
Cohen & Steers
4
Cohen & Steers
New York
$875M 14,023,789 +6,687,562 +91%
BIT
5
BlackRock Institutional Trust
California
$780M 12,502,365 +850,348 +7%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$613M 9,835,994 +864,400 +10%
BFA
7
BlackRock Fund Advisors
California
$581M 9,310,759 +327,729 +4%
SAMC
8
Shinko Asset Management Company
Japan
$536M 8,600,941 +500,500 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$429M 6,878,201 +1,080,704 +19%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$388M 6,228,534 +3,484,931 +127%
PI
11
PGGM Investments
Netherlands
$353M 5,655,026 +509,982 +10%
Northern Trust
12
Northern Trust
Illinois
$346M 5,549,745 +335,814 +6%
Deutsche Bank
13
Deutsche Bank
Germany
$345M 5,524,481 -175,786 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$296M 4,743,767 -100,467 -2%
BG
15
BlackRock Group
United Kingdom
$277M 4,443,723 +115,218 +3%
EIP
16
Epoch Investment Partners
New York
$259M 4,146,434 +189,895 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$242M 3,876,906 +183,395 +5%
Principal Financial Group
18
Principal Financial Group
Iowa
$186M 2,976,384 +284,777 +11%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$185M 2,960,338 +37,832 +1%
MAA
20
Managed Account Advisors
New Jersey
$177M 2,830,822 +187,195 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$171M 2,738,581 +150,613 +6%
Wells Fargo
22
Wells Fargo
California
$163M 2,608,393 +161,703 +7%
SCCM
23
Schafer Cullen Capital Management
New York
$162M 2,601,349 -47,722 -2%
Morgan Stanley
24
Morgan Stanley
New York
$156M 2,499,614 -208,181 -8%
Norges Bank
25
Norges Bank
Norway
$143M 2,289,668 -1,815,368 -44%
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