WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

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

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44 hedge funds and large institutions have $2.25B invested in Welltower Inc. in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 16 closing their positions.

Holders
44
Holders Change
-13
Holders Change %
-22.81%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
4
Increased
12
Reduced
9
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$8.68M
2
ES
2
Equitec Specialists
Illinois
$6.91M
3
BFA
3
BlackRock Fund Advisors
California
$71.8M
4
Bank of America
4
Bank of America
North Carolina
$4.38M
5
AGC
5
Angelo Gordon & Co
New York
$12.8M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
American Century Companies
3
American Century Companies
Missouri
$35.7M
4
BG
4
BlackRock Group
United Kingdom
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
26
Amundi Asset Management US
Massachusetts
$3.04M 50,000 – –
ACM
27
Advent Capital Management
New York
$3M 49,412 – –
DCM
28
Dinsmore Capital Management
New Jersey
$2.45M 40,000 – –
ADBIC
29
A.D. Beadell Investment Counsel
Wisconsin
$2.43M 39,955 +6,440 +19%
CCM
30
Cutler Capital Management
Massachusetts
$1.91M 31,396 – –
PCM
31
Palisade Capital Management
New Jersey
$1.72M 27,820 +3,923 +16%
CI
32
Conning Inc
Connecticut
$1.43M 23,500 – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$997K 16,416 – –
KeyBank National Association
34
KeyBank National Association
Ohio
$976K 16,064 – –
PI
35
Putnam Investments
Massachusetts
$973K 16,022 – –
IAA
36
Ironsides Asset Advisors
North Carolina
$881K 14,500 +14,500 New
Neuberger Berman Group
37
Neuberger Berman Group
New York
$754K 12,423 – –
CS
38
Credit Suisse
Switzerland
$607K 10,000 -57,338 -85%
Creative Planning
39
Creative Planning
Kansas
$530K 8,719 +8,719 New
SCM
40
Schnieders Capital Management
California
$500K 8,227 +825 +11%
Wells Fargo
41
Wells Fargo
California
$371K 6,107 +671 +12%
CIA
42
Capital Investment Advisors
Georgia
$220K 3,615 – –
SAM
43
Symphony Asset Management
California
– – – –
LIA
44
LS Investment Advisors
Michigan
$198K 2,918 +2,918 New
ECM
45
EII Capital Management
New York
$109K 1,800 – –
AII
46
AGF Investments Inc
Ontario, Canada
$59K 961 – –
UBS Group
47
UBS Group
Switzerland
$6K 100 -1,236 -93%
TDC
48
Thompson Davis & Co
Virginia
$2K 35 – –
BA
49
BlackRock Advisors
Delaware
– – -1,062,475 Closed
Allianz Asset Management
50
Allianz Asset Management
Germany
– – -592,300 Closed
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