Welltower Inc.
HCN.PRJ.CL
HCN.PRJ.CL was delisted on the 6th of March, 2017.
7 hedge funds and large institutions have $3.33M invested in Welltower Inc. in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
29% less capital invested
Capital invested by funds: $4.69M → $3.33M (-$1.36M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$4.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$693K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$340K |
| 3 |
Asset Management One
Tokyo,
Japan
|
-$251K |
| 4 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Asset Management One
Tokyo,
Japan
| $1.37M | -$251K | -9,656 | -15% |
|
|
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $732K | -$81K | -3,120 | -10% |
|
|
ECM
3
EII Capital Management
New York
| $715K | – | – | – |
|
|
TCOT
4
Trust Company of Toledo
Holland,
Ohio
| $482K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | – | – | – |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $9K | +$9.09K | +350 | New |
|
|
MWP
7
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $5K | +$4.94K | +190 | New |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$693K | -27,243 | Closed |
|
|
PPA
9
Parametric Portfolio Associates
Seattle,
Washington
| – | -$340K | -13,370 | Closed |
|
HCN.PRJ.CL Hedge Fund Activity: Q3 2015 in Review
7 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (HCN.PRJ.CL) for Q3 2015, worth a combined $3.33M — down 29% from $4.69M a quarter earlier.
Fund positioning in HCN.PRJ.CL was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was MYCIO Wealth Partners, opening a new position worth an estimated $4.94K. The largest seller was Ameriprise, exiting entirely with an estimated $693K sold.
- 7 institutional investors held Welltower Inc. (HCN.PRJ.CL) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $3.33M of Welltower Inc. stock for Q3 2015, down 29% quarter-over-quarter.
- 2 funds opened new Welltower Inc. positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest Welltower Inc. buyer in Q3 2015 was MYCIO Wealth Partners, an estimated $4.94K added.
- The largest Welltower Inc. seller in Q3 2015 was Ameriprise, an estimated $693K sold.
Based on aggregated 13F filings for Q3 2015.