Angelo Gordon & Co’s Welltower Inc. WELL.PRI Stock Holding History

Angelo Gordon & Co’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-946,687	Closed	-$56.7M	–	103
2017 Q4	$56.7M	Hold	946,687	–	–	3.11%	7
2017 Q3	$60.1M	Hold	946,687	–	–	2.79%	8
2017 Q2	$62.7M	Hold	946,687	–	–	3.08%	9
2017 Q1	$59.8M	Buy	946,687 +476,437	+101%	+$29.1M	3.66%	7
2016 Q4	$28.3M	Buy	470,250 +100,000	+27%	+$6.06M	2.08%	12
2016 Q3	$24.7M	Buy	370,250 +160,250	+76%	+$11M	1.86%	17
2016 Q2	$14.2M	Hold	210,000	–	–	1.01%	24
2016 Q1	$13M	Hold	210,000	–	–	0.93%	23
2015 Q4	$12.8M	Hold	210,000	–	–	0.95%	26
2015 Q3	$12.8M	Buy	210,000 +50,000	+31%	+$3.05M	0.92%	26
2015 Q2	$9.56M	Hold	160,000	–	–	0.54%	39
2015 Q1	$10.8M	Hold	160,000	–	–	0.54%	31
2014 Q4	$10.6M	Buy	+160,000	New	+$10.1M	0.51%	34

Other funds holding WELL.PRI

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

TCM

Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return

P8IP

Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

UFG

United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Angelo Gordon & Co's WELL.PRI Position: Q1 2018 in Review

Angelo Gordon & Co sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 946,687 shares — an estimated $56.7M sold.

Angelo Gordon & Co first reported a position in WELL.PRI in Q4 2014 and held it in 13 quarters. The position peaked at $62.7M in Q2 2017. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

Angelo Gordon & Co reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
Angelo Gordon & Co sold 946,687 Welltower Inc. shares in Q1 2018, an estimated $56.7M.
Angelo Gordon & Co first reported a position in Welltower Inc. in Q4 2014 and held it in 13 quarters.
Angelo Gordon & Co's Welltower Inc. position peaked at $62.7M in Q2 2017.
16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Angelo Gordon & Co's 13F filing for Q1 2018, filed 15 May 2018.