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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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69 hedge funds and large institutions have $836M invested in Welltower Inc. in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more capital invested

Capital invested by funds: $794M → $836M (+$42.5M)

3% less funds holding

Funds holding: 71 → 69 (-2)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
10
Increased
25
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$169M
2
HCM
Highbridge Capital Management
New York
+$30.5M
3
AGC
Angelo Gordon & Co
New York
+$29.1M
4
American Century Companies
American Century Companies
Missouri
+$11.4M
5
CL
CSS LLC
Illinois
+$9.47M

Top Sellers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
-$55.6M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21.2M
3
AA
AQR Arbitrage
Connecticut
-$10.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.15M
5
MA
MUFG Americas
New York
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$7.42M – – –
SIM
27
SSI Investment Management
California
$7.33M +$1.05M +17,219 +17%
VanEck Associates
28
VanEck Associates
New York
$6.75M +$323K +5,288 +5%
MSL
29
Mackay Shields LLC
New York
$6.21M – – –
GF
30
Gabelli Funds
New York
$4.2M +$1.46M +24,000 +56%
Bank of America
31
Bank of America
North Carolina
$4.06M -$2.69M -44,170 -41%
PCM
32
Palisade Capital Management
New Jersey
$3.81M -$23.8K -390 -0.6%
MSU
33
Mizuho Securities USA
New York
$3.64M +$3.53M +57,785 New
SEI Investments
34
SEI Investments
Pennsylvania
$3.31M +$763K +12,500 +31%
AUIM
35
Aegon USA Investment Management
Iowa
$3.1M – – –
ADBIC
36
A.D. Beadell Investment Counsel
Wisconsin
$2.79M -$30.5K -500 -1%
Macquarie Group
37
Macquarie Group
Australia
$2.36M – – –
Russell Investments Group
38
Russell Investments Group
United Kingdom
$2.32M – – –
LTI
39
Laffer Tengler Investments
Tennessee
$2.25M +$320K +5,247 +17%
CCM
40
Cutler Capital Management
Massachusetts
$1.98M – – –
WIC
41
Woodmont Investment Counsel
Tennessee
$1.68M – – –
SG Americas Securities
42
SG Americas Securities
New York
$1.61M – – –
Citigroup
43
Citigroup
New York
$1.58M – – –
CI
44
Conning Inc
Connecticut
$1.48M – – –
OFG
45
OTA Financial Group
New York
$1.35M +$1.3M +21,381 New
Wells Fargo
46
Wells Fargo
California
$1.22M +$444K +7,273 +61%
PI
47
Putnam Investments
Massachusetts
$1.18M -$65.8K -1,078 -5%
KeyBank National Association
48
KeyBank National Association
Ohio
$1.07M +$82.4K +1,350 +9%
SCM
49
Schnieders Capital Management
California
$928K -$9.15K -150 -1%
RJA
50
Raymond James & Associates
Florida
$915K +$153K +2,500 +21%
1
2
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WELL.PRI Hedge Fund Activity: Q1 2017 in Review

69 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q1 2017, worth a combined $836M — up 5.4% from $794M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WELL.PRI positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Zazove Associates, cutting an estimated $55.6M.

  • 69 institutional investors held Welltower Inc. (WELL.PRI) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $836M of Welltower Inc. stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 10 funds opened new Welltower Inc. positions in Q1 2017 and 7 closed out, a net change of +3 holders.
  • The largest Welltower Inc. buyer in Q1 2017 was BlackRock, an estimated $169M added.
  • The largest Welltower Inc. seller in Q1 2017 was Zazove Associates, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2017.