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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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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

287% more capital invested

Capital invested by funds: $706M → $2.74B (+$2.03B)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

10% less funds holding

Funds holding: 59 → 53 (-6)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

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

Rank Fund Capital Flow
1
AIM
Assured Investment Management
New York
+$31.6M
2
CS
Credit Suisse
Switzerland
+$13.7M
3
BA
BlackRock Advisors
Delaware
+$10.5M
4
AGC
Angelo Gordon & Co
New York
+$10.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$23.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$12.5M
4
ACM
Advent Capital Management
New York
-$7.96M
5
KG
Killen Group
Pennsylvania
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$7.03M +$1.08M +17,115 +19%
MSL
27
Mackay Shields LLC
New York
$6.46M – – –
SEI Investments
28
SEI Investments
Pennsylvania
$5.72M +$5.5M +86,911 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$4.41M – – –
VanEck Associates
30
VanEck Associates
New York
$4.41M +$356K +5,620 +9%
ACM
31
Advent Capital Management
New York
$4.2M -$7.96M -125,810 Closed
AAMU
32
Amundi Asset Management US
Massachusetts
$3.29M – – –
PCM
33
Palisade Capital Management
New Jersey
$3.19M +$1.91M +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 -$55.1K -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 +$455K +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 +$12K +190 +1%
BlackRock
43
BlackRock
New York
$1.12M +$136K +2,154 +14%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.08M -$9.49K -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 -$1.99M -31,395 -72%
Citigroup
48
Citigroup
New York
$797K -$3.26M -51,461 -81%
UOC
49
UBS O'Connor
Illinois
$497K – – –
SCM
50
Schnieders Capital Management
California
$487K +$184K +2,900 +64%
1
2
3

WELL.PRI Hedge Fund Activity: Q4 2014 in Review

53 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2014, worth a combined $2.74B — up 287% from $706M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WELL.PRI and 6 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 18 added.

The largest buyer was Assured Investment Management, opening a new position worth an estimated $31.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $27.1M sold.

  • 53 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2014, down from 59 in Q3 2014.
  • Funds reported $2.74B of Welltower Inc. stock for Q4 2014, up 287% quarter-over-quarter.
  • 6 funds opened new Welltower Inc. positions in Q4 2014 and 10 closed out, a net change of -4 holders.
  • The largest Welltower Inc. buyer in Q4 2014 was Assured Investment Management, an estimated $31.6M added.
  • The largest Welltower Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2014.