WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

WELL.PRI was delisted on the 27th of February, 2019.

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56 hedge funds and large institutions have $2.28B invested in Welltower Inc. in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+48
Holders Change %
+600%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
1
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$87.8M
2
American Century Companies
2
American Century Companies
Missouri
$73.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59.1M
4
BFA
4
BlackRock Fund Advisors
California
$49.5M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$49.4M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$29.5M
2
Invesco
2
Invesco
Georgia
$14.7M
3
LTI
3
Laffer Tengler Investments
Tennessee
$1.57B
4
BFM
4
Boston Financial Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$7.48M +$7.48M +130,000 New
ClearBridge Investments
27
ClearBridge Investments
New York
$6.78M +$6.78M +117,800 New
Goldman Sachs
28
Goldman Sachs
New York
$5.83M +$5.83M +101,237 New
MSL
29
Mackay Shields LLC
New York
$5.78M +$5.78M +100,300 New
DLG
30
Daniel L. Goodwin
$5.71M +$5.71M +99,159 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$3.85M +$3.85M +66,800 New
VanEck Associates
32
VanEck Associates
New York
$3.08M +$3.08M +53,435 New
AAMU
33
Amundi Asset Management US
Massachusetts
$2.88M +$2.88M +50,000 New
BIM
34
BlackRock Investment Management
Delaware
$2.54M +$2.54M +44,174 New
GBM
35
Grace Brothers Management
Illinois
$2.45M – – –
DCM
36
Dinsmore Capital Management
New Jersey
$2.3M – – –
CCM
37
Cutler Capital Management
Massachusetts
$2.27M +$2.27M +39,386 New
MAA
38
Managed Account Advisors
New Jersey
$2.05M +$2.05M +35,624 New
CS
39
Credit Suisse
Switzerland
$1.68M +$1.68M +29,207 New
WCM
40
Waterstone Capital Management
Minnesota
$1.44M +$1.44M +25,000 New
CI
41
Conning Inc
Connecticut
$1.35M +$1.35M +23,500 New
PI
42
Putnam Investments
Massachusetts
$1.32M +$1.32M +22,852 New
AUIM
43
Aegon USA Investment Management
Iowa
$1.15M +$1.15M +20,000 New
KeyBank National Association
44
KeyBank National Association
Ohio
$1.01M +$1.01M +17,563 New
BCM
45
Basso Capital Management
Connecticut
$1.01M +$1.01M +17,490 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$963K +$963K +16,744 New
ECM
47
EII Capital Management
New York
$875K – – –
Neuberger Berman Group
48
Neuberger Berman Group
New York
$730K +$730K +12,690 New
ADBIC
49
A.D. Beadell Investment Counsel
Wisconsin
$674K +$674K +10,820 New
BlackRock
50
BlackRock
New York
$623K +$623K +10,819 New
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