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WELL.PRI

Welltower Inc.
WELL.PRI

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

2,968% more capital invested

Capital invested by funds: $74.5M → $2.28B (+$2.21B)

1,600% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 3

600% more funds holding

Funds holding: 8 → 56 (+48)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

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

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$90.4M
2
American Century Companies
American Century Companies
Missouri
+$75.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$60.9M
4
BFA
BlackRock Fund Advisors
California
+$51M
5
BA
BlackRock Advisors
Delaware
+$48.3M

Top Sellers

Rank Fund Capital Flow
1
ACM
Advent Capital Management
New York
-$26.1M
2
Invesco
Invesco
Georgia
-$5.54M
3
LTI
Laffer Tengler Investments
Tennessee
-$1.67M
4
BFM
Boston Financial Management
Massachusetts
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$7.48M +$7.71M +130,000 New
ClearBridge Investments
27
ClearBridge Investments
New York
$6.78M +$6.98M +117,800 New
Goldman Sachs
28
Goldman Sachs
New York
$5.83M +$6M +101,237 New
MSL
29
Mackay Shields LLC
New York
$5.78M +$5.95M +100,300 New
DLG
30
Daniel L. Goodwin
$5.71M +$5.88M +99,159 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$3.85M +$3.96M +66,800 New
VanEck Associates
32
VanEck Associates
New York
$3.08M +$3.17M +53,435 New
AAMU
33
Amundi Asset Management US
Massachusetts
$2.88M +$2.96M +50,000 New
BIM
34
BlackRock Investment Management
Delaware
$2.54M +$2.62M +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 +$2.33M +39,386 New
MAA
38
Managed Account Advisors
New Jersey
$2.05M +$2.11M +35,624 New
CS
39
Credit Suisse
Switzerland
$1.68M +$1.73M +29,207 New
WCM
40
Waterstone Capital Management
Minnesota
$1.44M +$1.48M +25,000 New
CI
41
Conning Inc
Connecticut
$1.35M +$1.39M +23,500 New
PI
42
Putnam Investments
Massachusetts
$1.32M +$1.35M +22,852 New
AUIM
43
Aegon USA Investment Management
Iowa
$1.15M +$1.19M +20,000 New
KeyBank National Association
44
KeyBank National Association
Ohio
$1.01M +$1.04M +17,563 New
BCM
45
Basso Capital Management
Connecticut
$1M +$1.04M +17,490 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$963K +$993K +16,744 New
ECM
47
EII Capital Management
New York
$875K – – –
Neuberger Berman Group
48
Neuberger Berman Group
New York
$730K +$752K +12,690 New
ADBIC
49
A.D. Beadell Investment Counsel
Wisconsin
$674K +$641K +10,820 New
BlackRock
50
BlackRock
New York
$623K +$641K +10,819 New
1
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WELL.PRI Hedge Fund Activity: Q3 2013 in Review

56 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2013, worth a combined $2.28B — up 2,968% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WELL.PRI positions and 3 closed out — a net gain of 48 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $90.4M. The largest seller was Advent Capital Management, exiting entirely with an estimated $26.1M sold.

  • 56 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2013, up from 8 in Q2 2013.
  • Funds reported $2.28B of Welltower Inc. stock for Q3 2013, up 2,968% quarter-over-quarter.
  • 51 funds opened new Welltower Inc. positions in Q3 2013 and 3 closed out, a net change of +48 holders.
  • The largest Welltower Inc. buyer in Q3 2013 was Deutsche Bank, an estimated $90.4M added.
  • The largest Welltower Inc. seller in Q3 2013 was Advent Capital Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2013.