WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

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

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61 hedge funds and large institutions have $826M invested in Welltower Inc. in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
9
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$36.2M
2
TCM
2
Tekla Capital Management
Massachusetts
$13.4M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$22.5M
4
BFA
4
BlackRock Fund Advisors
California
$75.6M
5
ACM
5
Advent Capital Management
New York
$4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
American Century Companies
2
American Century Companies
Missouri
$69.1M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$16.6M
4
CL
4
CSS LLC
Illinois
$12.5M
5
AIM
5
Assured Investment Management
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
SSI Investment Management
California
$7.14M -$3.32M -49,434 -32%
MSL
27
Mackay Shields LLC
New York
$6.63M – – –
VanEck Associates
28
VanEck Associates
New York
$6.07M +$1.57M +23,400 +35%
SEI Investments
29
SEI Investments
Pennsylvania
$5.2M -$635K -9,459 -11%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$4.52M – – –
ACM
31
Advent Capital Management
New York
$4M +$4M +59,512 New
AAMU
32
Amundi Asset Management US
Massachusetts
$3.36M – – –
DCM
33
Dinsmore Capital Management
New Jersey
$2.69M – – –
SC
34
Scotia Capital
Ontario, Canada
$2.37M +$2.37M +35,000 New
MAA
35
Managed Account Advisors
New Jersey
$2.25M -$136K -2,028 -6%
CCM
36
Cutler Capital Management
Massachusetts
$2.11M -$436K -6,500 -17%
ADBIC
37
A.D. Beadell Investment Counsel
Wisconsin
$2.02M -$65.5K -975 -3%
AUIM
38
Aegon USA Investment Management
Iowa
$2.02M – – –
LTI
39
Laffer Tengler Investments
Tennessee
$2.01M +$2.01M +29,573 New
BIT
40
BlackRock Institutional Trust
California
$1.99M – – –
PCM
41
Palisade Capital Management
New Jersey
$1.71M -$1.57M -23,031 -48%
CI
42
Conning Inc
Connecticut
$1.58M – – –
WCM
43
Waterstone Capital Management
Minnesota
$1.54M – – –
Wells Fargo
44
Wells Fargo
California
$1.25M -$9.97M -148,538 -89%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.1M +$2.82K +42 +0.3%
PI
46
Putnam Investments
Massachusetts
$1.09M -$165K -2,443 -13%
KeyBank National Association
47
KeyBank National Association
Ohio
$1.08M – – –
BlackRock
48
BlackRock
New York
$1.07M -$69.2K -1,030 -6%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$834K – – –
IAA
50
Ironsides Asset Advisors
North Carolina
$772K +$772K +11,500 New
1
2
3