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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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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.

New
Increased
Maintained
Reduced
Closed

197% more capital invested

Capital invested by funds: $758M → $2.25B (+$1.49B)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

23% less funds holding

Funds holding: 57 → 44 (-13)

75% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 16

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

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$8.73M
2
ES
Equitec Specialists
Illinois
+$4.44M
3
BFA
BlackRock Fund Advisors
California
+$4.22M
4
Bank of America
Bank of America
North Carolina
+$4.1M
5
AGC
Angelo Gordon & Co
New York
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$63.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$35.3M
3
American Century Companies
American Century Companies
Missouri
-$24.4M
4
BG
BlackRock Group
United Kingdom
-$23.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$3.04M – – –
ACM
27
Advent Capital Management
New York
$3M – – –
DCM
28
Dinsmore Capital Management
New Jersey
$2.45M – – –
ADBIC
29
A.D. Beadell Investment Counsel
Wisconsin
$2.43M +$393K +6,440 +19%
CCM
30
Cutler Capital Management
Massachusetts
$1.91M – – –
PCM
31
Palisade Capital Management
New Jersey
$1.72M +$240K +3,923 +16%
CI
32
Conning Inc
Connecticut
$1.43M – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$997K – – –
KeyBank National Association
34
KeyBank National Association
Ohio
$976K – – –
PI
35
Putnam Investments
Massachusetts
$973K – – –
IAA
36
Ironsides Asset Advisors
North Carolina
$881K +$885K +14,500 New
Neuberger Berman Group
37
Neuberger Berman Group
New York
$754K – – –
CS
38
Credit Suisse
Switzerland
$607K -$3.5M -57,338 -85%
Creative Planning
39
Creative Planning
Kansas
$530K +$532K +8,719 New
SCM
40
Schnieders Capital Management
California
$500K +$50.4K +825 +11%
Wells Fargo
41
Wells Fargo
California
$371K +$41K +671 +12%
CIA
42
Capital Investment Advisors
Georgia
$220K – – –
SAM
43
Symphony Asset Management
California
$212K – – –
LIA
44
LS Investment Advisors
Michigan
$198K +$178K +2,918 New
ECM
45
EII Capital Management
New York
$109K – – –
AII
46
AGF Investments Inc
Ontario, Canada
$59K – – –
UBS Group
47
UBS Group
Switzerland
$6K -$75.5K -1,236 -93%
TDC
48
Thompson Davis & Co
Virginia
$2K – – –
BA
49
BlackRock Advisors
Delaware
– -$63.2M -1,062,475 Closed
Allianz Asset Management
50
Allianz Asset Management
Germany
– -$35.3M -592,300 Closed
1
2
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WELL.PRI Hedge Fund Activity: Q3 2015 in Review

44 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2015, worth a combined $2.25B — up 197% from $758M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WELL.PRI and 4 opened new positions — a net loss of 12 holders — while 9 trimmed existing stakes and 12 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $8.73M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $63.2M sold.

  • 44 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2015, down from 57 in Q2 2015.
  • Funds reported $2.25B of Welltower Inc. stock for Q3 2015, up 197% quarter-over-quarter.
  • 4 funds opened new Welltower Inc. positions in Q3 2015 and 16 closed out, a net change of -12 holders.
  • The largest Welltower Inc. buyer in Q3 2015 was Lord, Abbett & Co, an estimated $8.73M added.
  • The largest Welltower Inc. seller in Q3 2015 was BlackRock Advisors, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2015.