WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
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
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

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$22.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$13.7M
3
CL
3
CSS LLC
Illinois
$14.4M
4
BFA
4
BlackRock Fund Advisors
California
$52.1M
5
Wells Fargo
5
Wells Fargo
California
$20.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$23.1M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$8.4M
4
AAA
4
Alpine Associates Advisors
New Jersey
$0
5
OCM
5
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$6.8M – – –
PCM
27
Palisade Capital Management
New Jersey
$6.09M -$3.78M -65,293 -38%
Goldman Sachs
28
Goldman Sachs
New York
$5.72M -$240K -4,164 -4%
MSL
29
Mackay Shields LLC
New York
$5.69M – – –
BIM
30
BlackRock Investment Management
Delaware
$5.16M +$1.09M +18,938 +27%
DLG
31
Daniel L. Goodwin
$4.54M -$1.18M -20,500 -21%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$3.88M – – –
Bank of America
33
Bank of America
North Carolina
$3.81M -$1.92M -33,230 -34%
Citigroup
34
Citigroup
New York
$3.68M -$5.28M -91,493 -59%
VanEck Associates
35
VanEck Associates
New York
$3.66M +$212K +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 +$1.5K +26 +0.1%
Barclays
39
Barclays
United Kingdom
$2.15M +$1.68M +29,522 +362%
ADBIC
40
A.D. Beadell Investment Counsel
Wisconsin
$1.77M +$5.77K +100 +0.3%
AUIM
41
Aegon USA Investment Management
Iowa
$1.73M – – –
LTI
42
Laffer Tengler Investments
Tennessee
$1.66M +$9.07K +157 +0.5%
KKRC
43
Kohlberg Kravis Roberts & Co
New York
$1.44M +$1.44M +25,000 New
CI
44
Conning Inc
Connecticut
$1.36M – – –
WCM
45
Waterstone Capital Management
Minnesota
$1.32M – – –
PI
46
Putnam Investments
Massachusetts
$1.05M -$1.22K -21 -0.1%
BIT
47
BlackRock Institutional Trust
California
$1.01M +$86.6K +1,500 +9%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$965K – – –
KeyBank National Association
49
KeyBank National Association
Ohio
$928K -$200K -3,456 -18%
ECM
50
EII Capital Management
New York
$878K – – –
1
2
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