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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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59 hedge funds and large institutions have $678M invested in Welltower Inc. in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 58 → 59 (+1)

4% more capital invested

Capital invested by funds: $654M → $678M (+$24.3M)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
17
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$19M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.69M
3
CL
CSS LLC
Illinois
+$5.72M
4
BFA
BlackRock Fund Advisors
California
+$4.24M
5
Wells Fargo
Wells Fargo
California
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.2M
2
AAA
Alpine Associates Advisors
New Jersey
-$11.7M
3
OCM
Oaktree Capital Management
California
-$6.27M
4
Citigroup
Citigroup
New York
-$5.32M
5
PCM
Palisade Capital Management
New Jersey
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$6.8M – – –
PCM
27
Palisade Capital Management
New Jersey
$6.09M -$3.8M -65,293 -38%
Goldman Sachs
28
Goldman Sachs
New York
$5.72M -$242K -4,164 -4%
MSL
29
Mackay Shields LLC
New York
$5.69M – – –
BIM
30
BlackRock Investment Management
Delaware
$5.16M +$1.1M +18,938 +27%
DLG
31
Daniel L. Goodwin
$4.54M -$1.19M -20,500 -21%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$3.88M – – –
Bank of America
33
Bank of America
North Carolina
$3.81M -$1.93M -33,230 -34%
Citigroup
34
Citigroup
New York
$3.68M -$5.32M -91,493 -59%
VanEck Associates
35
VanEck Associates
New York
$3.66M +$213K +3,668 +6%
DCM
36
Dinsmore Capital Management
New Jersey
$2.31M – – –
CCM
37
Cutler Capital Management
Massachusetts
$2.31M – – –
MAA
38
Managed Account Advisors
New Jersey
$2.18M +$1.51K +26 +0.1%
Barclays
39
Barclays
United Kingdom
$2.15M +$1.72M +29,522 +362%
ADBIC
40
A.D. Beadell Investment Counsel
Wisconsin
$1.77M +$5.82K +100 +0.3%
AUIM
41
Aegon USA Investment Management
Iowa
$1.73M – – –
LTI
42
Laffer Tengler Investments
Tennessee
$1.66M +$9.13K +157 +0.5%
KKRC
43
Kohlberg Kravis Roberts & Co
New York
$1.44M +$1.45M +25,000 New
CI
44
Conning Inc
Connecticut
$1.36M – – –
WCM
45
Waterstone Capital Management
Minnesota
$1.31M – – –
PI
46
Putnam Investments
Massachusetts
$1.05M -$1.22K -21 -0.1%
BIT
47
BlackRock Institutional Trust
California
$1.01M +$87.2K +1,500 +9%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$965K – – –
KeyBank National Association
49
KeyBank National Association
Ohio
$928K -$201K -3,456 -18%
ECM
50
EII Capital Management
New York
$878K – – –
1
2
3

WELL.PRI Hedge Fund Activity: Q2 2014 in Review

59 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2014, worth a combined $678M — up 3.7% from $654M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WELL.PRI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $19M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.

  • 59 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2014, up from 58 in Q1 2014.
  • Funds reported $678M of Welltower Inc. stock for Q2 2014, up 3.7% quarter-over-quarter.
  • 5 funds opened new Welltower Inc. positions in Q2 2014 and 4 closed out, a net change of +1 holder.
  • The largest Welltower Inc. buyer in Q2 2014 was AQR Capital Management, an estimated $19M added.
  • The largest Welltower Inc. seller in Q2 2014 was JP Morgan Chase, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2014.