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Welltower

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.76B 49,707,083 +1,676,109 +3%
Cohen & Steers
2
Cohen & Steers
New York
$1.33B 17,626,030 +3,602,241 +26%
State Street
3
State Street
Massachusetts
$1.16B 15,311,114 +612,456 +4%
BIT
4
BlackRock Institutional Trust
California
$987M 13,039,408 +537,043 +4%
Invesco
5
Invesco
Georgia
$987M 13,039,066 -2,440,832 -16%
BFA
6
BlackRock Fund Advisors
California
$781M 10,316,568 +1,005,809 +11%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$711M 9,394,494 -441,500 -4%
SAMC
8
Shinko Asset Management Company
Japan
$651M 8,599,441 -1,500 -0%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$521M 6,885,671 +657,137 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$483M 6,376,891 -501,310 -7%
Northern Trust
11
Northern Trust
Illinois
$457M 6,043,005 +493,260 +9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$457M 6,036,930 +1,293,163 +27%
PI
13
PGGM Investments
Netherlands
$418M 5,528,705 -126,321 -2%
BG
14
BlackRock Group
United Kingdom
$359M 4,740,579 +296,856 +7%
EIP
15
Epoch Investment Partners
New York
$318M 4,202,606 +56,172 +1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$299M 3,948,342 +71,436 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$281M 3,714,931 -1,809,550 -33%
Principal Financial Group
18
Principal Financial Group
Iowa
$241M 3,189,662 +213,278 +7%
MAA
19
Managed Account Advisors
New Jersey
$224M 2,963,659 +132,837 +5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$217M 2,876,379 +137,798 +5%
Wells Fargo
21
Wells Fargo
California
$212M 2,799,197 +190,804 +7%
Morgan Stanley
22
Morgan Stanley
New York
$189M 2,494,940 -4,674 -0.2%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$177M 2,334,176 -626,162 -21%
Norges Bank
24
Norges Bank
Norway
$172M 2,276,555 -13,113 -0.6%
Goldman Sachs
25
Goldman Sachs
New York
$165M 2,176,823 +38,645 +2%