WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

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

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53 hedge funds and large institutions have $2.74B invested in Welltower Inc. in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
18
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Assured Investment Management
New York
$33.3M
2
CS
2
Credit Suisse
Switzerland
$15.3M
3
BA
3
BlackRock Advisors
Delaware
$77.8M
4
AGC
4
Angelo Gordon & Co
New York
$10.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$109M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
TCM
5
Tekla Capital Management
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$7.03M +$1.13M +17,115 +19%
MSL
27
Mackay Shields LLC
New York
$6.46M – – –
SEI Investments
28
SEI Investments
Pennsylvania
$5.72M +$5.72M +86,911 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$4.41M – – –
VanEck Associates
30
VanEck Associates
New York
$4.41M +$370K +5,620 +9%
ACM
31
Advent Capital Management
New York
$4.2M -$7.19M -125,810 Closed
AAMU
32
Amundi Asset Management US
Massachusetts
$3.29M – – –
PCM
33
Palisade Capital Management
New Jersey
$3.2M +$2.01M +30,225 +169%
DCM
34
Dinsmore Capital Management
New Jersey
$2.63M – – –
CCM
35
Cutler Capital Management
Massachusetts
$2.5M – – –
MAA
36
Managed Account Advisors
New Jersey
$2.34M -$57.4K -871 -2%
ADBIC
37
A.D. Beadell Investment Counsel
Wisconsin
$2.04M – – –
AUIM
38
Aegon USA Investment Management
Iowa
$1.98M – – –
BIT
39
BlackRock Institutional Trust
California
$1.95M +$473K +7,182 +32%
CI
40
Conning Inc
Connecticut
$1.55M – – –
WCM
41
Waterstone Capital Management
Minnesota
$1.5M – – –
PI
42
Putnam Investments
Massachusetts
$1.22M +$12.5K +190 +1%
BlackRock
43
BlackRock
New York
$1.12M +$142K +2,154 +14%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.08M -$9.89K -150 -0.9%
KeyBank National Association
45
KeyBank National Association
Ohio
$1.06M – – –
Neuberger Berman Group
46
Neuberger Berman Group
New York
$818K – – –
Barclays
47
Barclays
United Kingdom
$801K -$2.04M -31,395 -72%
Citigroup
48
Citigroup
New York
$797K -$3.39M -51,461 -81%
UOC
49
UBS O'Connor
Illinois
$497K – – –
SCM
50
Schnieders Capital Management
California
$487K +$191K +2,900 +64%
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