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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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62 hedge funds and large institutions have $2.53B invested in Welltower Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

41% more funds holding

Funds holding: 44 → 62 (+18)

12% more capital invested

Capital invested by funds: $2.25B → $2.53B (+$279M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
62
Holders Change
+18
Holders Change %
+40.91%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
21
Increased
11
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$63.6M
2
BG
BlackRock Group
United Kingdom
+$23.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$18.7M
4
ZA
Zazove Associates
Nevada
+$17.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tekla Capital Management
Massachusetts
-$12M
2
American Century Companies
American Century Companies
Missouri
-$11.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$8.54M
4
Ameriprise
Ameriprise
Minnesota
-$4.32M
5
AAMU
Amundi Asset Management US
Massachusetts
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$6.94M +$6.83M +114,199 New
MSL
27
Mackay Shields LLC
New York
$5.98M – – –
VanEck Associates
28
VanEck Associates
New York
$4.17M -$429K -7,166 -9%
MUS
29
Mitsubishi UFJ Securities
Japan
$3.91M +$3.85M +64,370 New
Bank of America
30
Bank of America
North Carolina
$3.83M -$540K -9,014 -13%
SIM
31
SSI Investment Management
California
$3.4M -$2.62M -43,765 -44%
AUIM
32
Aegon USA Investment Management
Iowa
$3.04M +$2.99M +50,000 New
ACM
33
Advent Capital Management
New York
$3.02M – – –
ADBIC
34
A.D. Beadell Investment Counsel
Wisconsin
$2.53M +$97K +1,620 +4%
GF
35
Gabelli Funds
New York
$2.44M +$2.39M +40,000 New
CL
36
CSS LLC
Illinois
$2.29M +$2.26M +37,680 New
CCM
37
Cutler Capital Management
Massachusetts
$1.91M – – –
BIT
38
BlackRock Institutional Trust
California
$1.8M +$1.77M +29,607 New
PCM
39
Palisade Capital Management
New Jersey
$1.58M -$105K -1,752 -6%
CI
40
Conning Inc
Connecticut
$1.43M – – –
PI
41
Putnam Investments
Massachusetts
$1.03M +$57.8K +965 +6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$998K – – –
KeyBank National Association
43
KeyBank National Association
Ohio
$977K – – –
BlackRock
44
BlackRock
New York
$911K +$897K +14,990 New
WIC
45
Woodmont Investment Counsel
Tennessee
$854K +$840K +14,039 New
SEI Investments
46
SEI Investments
Pennsylvania
$752K +$739K +12,352 New
SCM
47
Schnieders Capital Management
California
$748K +$244K +4,075 +50%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$732K -$23.3K -390 -3%
Wells Fargo
49
Wells Fargo
California
$627K +$251K +4,201 +69%
IAA
50
Ironsides Asset Advisors
North Carolina
$626K -$251K -4,200 -29%
1
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WELL.PRI Hedge Fund Activity: Q4 2015 in Review

62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2015, worth a combined $2.53B — up 12% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WELL.PRI positions and 2 closed out — a net gain of 19 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $63.6M. The largest seller was Tekla Capital Management, exiting entirely with an estimated $12M sold.

  • 62 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2015, up from 44 in Q3 2015.
  • Funds reported $2.53B of Welltower Inc. stock for Q4 2015, up 12% quarter-over-quarter.
  • 21 funds opened new Welltower Inc. positions in Q4 2015 and 2 closed out, a net change of +19 holders.
  • The largest Welltower Inc. buyer in Q4 2015 was BlackRock Advisors, an estimated $63.6M added.
  • The largest Welltower Inc. seller in Q4 2015 was Tekla Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2015.