WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

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

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60 hedge funds and large institutions have $602M invested in Welltower Inc. in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
21
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$20.7M
2
KG
2
Killen Group
Pennsylvania
$9.42M
3
American Century Companies
3
American Century Companies
Missouri
$71M
4
AAA
4
Alpine Associates Advisors
New Jersey
$27M
5
WCM
5
Waterstone Capital Management
Minnesota
$5.22M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$11.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$61.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$6.66M – – –
ClearBridge Investments
27
ClearBridge Investments
New York
$6.04M – – –
WCM
28
Waterstone Capital Management
Minnesota
$5.22M +$3.93M +76,300 +305%
DLG
29
Daniel L. Goodwin
$5.08M – – –
MSL
30
Mackay Shields LLC
New York
$5.03M -$123K -2,400 -2%
Goldman Sachs
31
Goldman Sachs
New York
$4.63M -$557K -10,858 -11%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$3.43M – – –
VanEck Associates
33
VanEck Associates
New York
$2.66M -$83.8K -1,635 -3%
FC
34
FBR & Co
Virginia
$2.56M +$2.56M +50,000 New
BIM
35
BlackRock Investment Management
Delaware
$2.46M +$195K +3,800 +9%
GBM
36
Grace Brothers Management
Illinois
$2.18M – – –
SCRM
37
Security Capital Research & Management
Illinois
$2.1M -$10.5M -205,000 -83%
PP
38
Paloma Partners
Connecticut
$2.06M +$2.06M +40,000 New
DCM
39
Dinsmore Capital Management
New Jersey
$2.05M – – –
Bank of America
40
Bank of America
North Carolina
$2.05M +$1.61M +31,456 +368%
CCM
41
Cutler Capital Management
Massachusetts
$2.05M +$30.2K +589 +1%
MAA
42
Managed Account Advisors
New Jersey
$1.88M +$54.7K +1,066 +3%
Barclays
43
Barclays
United Kingdom
$1.65M +$1.37M +26,780 +490%
AUIM
44
Aegon USA Investment Management
Iowa
$1.54M +$513K +10,000 +50%
LTI
45
Laffer Tengler Investments
Tennessee
$1.42M +$1.42M +27,639 New
CI
46
Conning Inc
Connecticut
$1.21M – – –
KeyBank National Association
47
KeyBank National Association
Ohio
$1M +$100K +1,957 +11%
PI
48
Putnam Investments
Massachusetts
$933K -$242K -4,702 -21%
ADBIC
49
A.D. Beadell Investment Counsel
Wisconsin
$890K +$335K +6,545 +60%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$859K – – –
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