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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 $706M invested in Welltower Inc. in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $678M → $706M (+$28.1M)

0% more funds holding

Funds holding: 59 → 59 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$24.9M
2
Invesco
Invesco
Georgia
+$15.1M
3
SAMC
Shinko Asset Management Company
Japan
+$15.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$5.91M
5
CL
CSS LLC
Illinois
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
KG
Killen Group
Pennsylvania
-$12.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$10.1M
3
Wells Fargo
Wells Fargo
California
-$7.58M
4
PCM
Palisade Capital Management
New Jersey
-$5.15M
5
DLG
Daniel L. Goodwin
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Advent Capital Management
New York
$7.19M – – –
ClearBridge Investments
27
ClearBridge Investments
New York
$6.74M – – –
MSL
28
Mackay Shields LLC
New York
$5.64M – – –
BIM
29
BlackRock Investment Management
Delaware
$5.13M +$19.3K +327 +0.4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$3.85M – – –
Citigroup
31
Citigroup
New York
$3.63M -$8.8K -149 -0.2%
VanEck Associates
32
VanEck Associates
New York
$3.5M -$119K -2,019 -3%
AAMU
33
Amundi Asset Management US
Massachusetts
$2.86M +$2.95M +50,000 New
Barclays
34
Barclays
United Kingdom
$2.49M +$356K +6,030 +16%
DCM
35
Dinsmore Capital Management
New Jersey
$2.3M – – –
CCM
36
Cutler Capital Management
Massachusetts
$2.17M -$123K -2,079 -5%
MAA
37
Managed Account Advisors
New Jersey
$2.08M -$87.2K -1,477 -4%
ADBIC
38
A.D. Beadell Investment Counsel
Wisconsin
$1.77M +$23K +390 +1%
AUIM
39
Aegon USA Investment Management
Iowa
$1.72M – – –
LTI
40
Laffer Tengler Investments
Tennessee
$1.71M +$66.9K +1,133 +4%
KKRC
41
Kohlberg Kravis Roberts & Co
New York
$1.43M – – –
CI
42
Conning Inc
Connecticut
$1.34M – – –
WCM
43
Waterstone Capital Management
Minnesota
$1.3M – – –
BIT
44
BlackRock Institutional Trust
California
$1.28M +$295K +5,000 +29%
Goldman Sachs
45
Goldman Sachs
New York
$1.27M -$4.54M -76,844 -78%
PI
46
Putnam Investments
Massachusetts
$1.05M +$8.62K +146 +0.8%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$944K -$11.8K -200 -1%
KeyBank National Association
48
KeyBank National Association
Ohio
$919K – – –
CS
49
Credit Suisse
Switzerland
$858K +$591K +10,000 +200%
BlackRock
50
BlackRock
New York
$850K +$59.1K +1,000 +7%
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WELL.PRI Hedge Fund Activity: Q3 2014 in Review

59 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2014, worth a combined $706M — up 4.2% from $678M a quarter earlier.

Fund positioning in WELL.PRI was balanced in Q3 2014: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 19 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $24.9M. The largest seller was Killen Group, cutting an estimated $12.5M.

  • 59 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $706M of Welltower Inc. stock for Q3 2014, up 4.2% quarter-over-quarter.
  • 5 funds opened new Welltower Inc. positions in Q3 2014 and 5 closed out, a net change of 0 holders.
  • The largest Welltower Inc. buyer in Q3 2014 was Deutsche Bank, an estimated $24.9M added.
  • The largest Welltower Inc. seller in Q3 2014 was Killen Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2014.