Welltower Inc.
HCN.PRJ.CL
HCN.PRJ.CL was delisted on the 6th of March, 2017.
7 hedge funds and large institutions have $2.6M invested in Welltower Inc. in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
2% more capital invested
Capital invested by funds: $2.55M → $2.6M (+$48K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$736 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$29.2K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$6.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOAMC
1
Spirit of America Management Corp
Syosset,
New York
| $812K | – | – | – |
|
|
ECM
2
EII Capital Management
New York
| $716K | – | – | – |
|
|
TCOT
3
Trust Company of Toledo
Holland,
Ohio
| $387K | – | – | – |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $258K | -$6.24K | -246 | -2% |
|
|
CNB
5
City National Bank
Beverly Hills,
California
| $218K | -$29.2K | -1,150 | -12% |
|
|
BC
6
Barnett & Company
Chattanooga,
Tennessee
| $207K | – | – | – |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| $1K | +$736 | +29 | New |
|
HCN.PRJ.CL Hedge Fund Activity: Q2 2014 in Review
7 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (HCN.PRJ.CL) for Q2 2014, worth a combined $2.6M — up 1.9% from $2.55M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HCN.PRJ.CL positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $736. The largest seller was City National Bank, cutting an estimated $29.2K.
- 7 institutional investors held Welltower Inc. (HCN.PRJ.CL) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $2.6M of Welltower Inc. stock for Q2 2014, up 1.9% quarter-over-quarter.
- 1 fund opened new Welltower Inc. positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest Welltower Inc. buyer in Q2 2014 was Ameriprise, an estimated $736 added.
- The largest Welltower Inc. seller in Q2 2014 was City National Bank, an estimated $29.2K sold.
Based on aggregated 13F filings for Q2 2014.