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HCN.PRJ.CL

Welltower Inc.
HCN.PRJ.CL

Delisted

HCN.PRJ.CL was delisted on the 6th of March, 2017.

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6 hedge funds and large institutions have $2.55M invested in Welltower Inc. in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $1.49M → $2.55M (+$1.06M)

50% more funds holding

Funds holding: 4 → 6 (+2)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SOAMC
Spirit of America Management Corp
New York
+$772K
2
BC
Barnett & Company
Tennessee
+$197K
3
PPA
Parametric Portfolio Associates
Washington
+$7.17K

Top Sellers

Rank Fund Capital Flow
1
CNB
City National Bank
California
-$48.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1
Spirit of America Management Corp
New York
$787K +$772K +32,000 New
ECM
2
EII Capital Management
New York
$694K – – –
TCOT
3
Trust Company of Toledo
Ohio
$375K – – –
PPA
4
Parametric Portfolio Associates
Washington
$256K +$7.17K +297 +3%
CNB
5
City National Bank
California
$239K -$48.3K -2,000 -17%
BC
6
Barnett & Company
Tennessee
$200K +$197K +8,150 New

HCN.PRJ.CL Hedge Fund Activity: Q1 2014 in Review

6 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (HCN.PRJ.CL) for Q1 2014, worth a combined $2.55M — up 72% from $1.49M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HCN.PRJ.CL positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Spirit of America Management Corp, opening a new position worth an estimated $772K. The largest seller was City National Bank, cutting an estimated $48.3K.

  • 6 institutional investors held Welltower Inc. (HCN.PRJ.CL) as of Q1 2014, up from 4 in Q4 2013.
  • Funds reported $2.55M of Welltower Inc. stock for Q1 2014, up 72% quarter-over-quarter.
  • 2 funds opened new Welltower Inc. positions in Q1 2014 and 0 closed out, a net change of +2 holders.
  • The largest Welltower Inc. buyer in Q1 2014 was Spirit of America Management Corp, an estimated $772K added.
  • The largest Welltower Inc. seller in Q1 2014 was City National Bank, an estimated $48.3K sold.

Based on aggregated 13F filings for Q1 2014.