We are live on ! Find out more
WELL.PRI

Welltower Inc.
WELL.PRI

Delisted

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

Back to rankings

71 hedge funds and large institutions have $794M invested in Welltower Inc. in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 67 → 71 (+4)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

8% less capital invested

Capital invested by funds: $867M → $794M (-$73.5M)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
10
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
+$70.9M
2
State Street
State Street
Massachusetts
+$22.1M
3
American Century Companies
American Century Companies
Missouri
+$20.3M
4
CL
CSS LLC
Illinois
+$11.5M
5
AGC
Angelo Gordon & Co
New York
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$29.3M
2
GLI
Guardian Life Insurance
New York
-$14.8M
3
CS
Credit Suisse
Switzerland
-$5.08M
4
BA
BlackRock Advisors
Delaware
-$4.43M
5
SC
Scotia Capital
Ontario, Canada
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Waterstone Capital Management
Minnesota
$8.43M – – –
Ameriprise
27
Ameriprise
Minnesota
$7.08M +$1.22M +20,100 +21%
Bank of America
28
Bank of America
North Carolina
$6.53M -$1.59M -26,287 -20%
BIM
29
BlackRock Investment Management
Delaware
$6.25M -$519K -8,565 -8%
VanEck Associates
30
VanEck Associates
New York
$6.12M -$712K -11,764 -10%
SIM
31
SSI Investment Management
California
$5.96M +$67.8K +1,120 +1%
MSL
32
Mackay Shields LLC
New York
$5.91M – – –
PCM
33
Palisade Capital Management
New Jersey
$3.67M -$35.7K -589 -1%
AIP
34
Ameritas Investment Partners
Nebraska
$3.44M – – –
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$3.09M +$3.11M +51,367 New
AUIM
36
Aegon USA Investment Management
Iowa
$3.02M – – –
MA
37
MUFG Americas
New York
$2.8M -$2.19M -36,222 -44%
ADBIC
38
A.D. Beadell Investment Counsel
Wisconsin
$2.69M +$209K +3,445 +8%
GF
39
Gabelli Funds
New York
$2.56M -$1.21M -20,000 -32%
SEI Investments
40
SEI Investments
Pennsylvania
$2.4M +$2.42M +39,926 New
Macquarie Group
41
Macquarie Group
Australia
$2.25M – – –
Russell Investments Group
42
Russell Investments Group
United Kingdom
$2.17M +$2.23M +36,768 New
CCM
43
Cutler Capital Management
Massachusetts
$1.89M – – –
LTI
44
Laffer Tengler Investments
Tennessee
$1.84M +$155K +2,558 +9%
BIT
45
BlackRock Institutional Trust
California
$1.73M – – –
WIC
46
Woodmont Investment Counsel
Tennessee
$1.68M +$125K +2,061 +8%
P8IP
47
Pier 88 Investment Partners
California
$1.65M +$1.63M +27,000 New
SG Americas Securities
48
SG Americas Securities
New York
$1.53M – – –
Citigroup
49
Citigroup
New York
$1.5M – – –
CI
50
Conning Inc
Connecticut
$1.41M – – –
1
2
3 4

WELL.PRI Hedge Fund Activity: Q4 2016 in Review

71 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2016, worth a combined $794M — down 8.5% from $867M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WELL.PRI positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Zazove Associates, opening a new position worth an estimated $70.9M. The largest seller was Allianz Asset Management, cutting an estimated $29.3M.

  • 71 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2016, up from 67 in Q3 2016.
  • Funds reported $794M of Welltower Inc. stock for Q4 2016, down 8.5% quarter-over-quarter.
  • 10 funds opened new Welltower Inc. positions in Q4 2016 and 4 closed out, a net change of +6 holders.
  • The largest Welltower Inc. buyer in Q4 2016 was Zazove Associates, an estimated $70.9M added.
  • The largest Welltower Inc. seller in Q4 2016 was Allianz Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2016.