MIG
WELL.PRI

Mariner Investment Group’s Welltower Inc. WELL.PRI Stock Holding History

Mariner Investment Group’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
2014
Q1 		– Sell
-243,400
Closed -$12.5M – 384
2013
Q4 		$12.5M Sell
243,400
-55,883
-19% -$3.12M 1.88% 12
2013
Q3 		$17.3M Buy
+299,283
New +$17.7M 4.42% 4

Other funds holding WELL.PRI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return

Mariner Investment Group's WELL.PRI Position: Q1 2014 in Review

Mariner Investment Group sold out of Welltower Inc. (WELL.PRI) in Q1 2014, closing a stake of 243,400 shares — an estimated $12.5M sold.

Mariner Investment Group first reported a position in WELL.PRI in Q3 2013 and held it in 2 quarters. The position peaked at $17.3M in Q3 2013. 58 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2014.

  • Mariner Investment Group reported no remaining Welltower Inc. position as of Q1 2014 after selling out during the quarter.
  • Mariner Investment Group sold 243,400 Welltower Inc. shares in Q1 2014, an estimated $12.5M.
  • Mariner Investment Group first reported a position in Welltower Inc. in Q3 2013 and held it in 2 quarters.
  • Mariner Investment Group's Welltower Inc. position peaked at $17.3M in Q3 2013.
  • 58 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2014.

Based on Mariner Investment Group's 13F filing for Q1 2014, filed 14 May 2014.