Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
7% more funds holding
Funds holding: 56 → 60 (+4)
74% less capital invested
Capital invested by funds: $2.28B → $602M (-$1.68B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$22.3M |
| 2 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$10.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.3M |
| 4 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
+$5.9M |
| 5 |
WCM
Waterstone Capital Management
St. Louis Park,
Minnesota
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.6M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$17.5M |
| 3 |
JP Morgan Chase
New York
|
-$17.3M |
| 4 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$16.8M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$11.5M |
WELL.PRI Hedge Fund Activity: Q4 2013 in Review
60 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2013, worth a combined $602M — down 74% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WELL.PRI positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 15 trimmed.
The largest buyer was TD Asset Management, opening a new position worth an estimated $22.3M. The largest seller was Deutsche Bank, cutting an estimated $18.6M.
- 60 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2013, up from 56 in Q3 2013.
- Funds reported $602M of Welltower Inc. stock for Q4 2013, down 74% quarter-over-quarter.
- 7 funds opened new Welltower Inc. positions in Q4 2013 and 3 closed out, a net change of +4 holders.
- The largest Welltower Inc. buyer in Q4 2013 was TD Asset Management, an estimated $22.3M added.
- The largest Welltower Inc. seller in Q4 2013 was Deutsche Bank, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2013.