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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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67 hedge funds and large institutions have $873M invested in Welltower Inc. in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4% more capital invested

Capital invested by funds: $836M → $873M (+$36.9M)

3% less funds holding

Funds holding: 69 → 67 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
1
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
+$8.93M
2
ES
Equitec Specialists
Illinois
+$8.4M
3
American Century Companies
American Century Companies
Missouri
+$8.36M
4
JP Morgan Chase
JP Morgan Chase
New York
+$7.46M
5
CL
CSS LLC
Illinois
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
-$15.8M
2
CS
Credit Suisse
Switzerland
-$14.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$5.37M
5
BlackRock
BlackRock
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$7.79M – – –
VanEck Associates
27
VanEck Associates
New York
$7.25M +$160K +2,460 +2%
MSL
28
Mackay Shields LLC
New York
$6.51M – – –
GF
29
Gabelli Funds
New York
$4.41M – – –
PCM
30
Palisade Capital Management
New Jersey
$3.84M -$130K -2,000 -3%
Bank of America
31
Bank of America
North Carolina
$3.62M -$628K -9,633 -15%
SEI Investments
32
SEI Investments
Pennsylvania
$3.38M -$91.2K -1,400 -3%
AUIM
33
Aegon USA Investment Management
Iowa
$3.32M – – –
ADBIC
34
A.D. Beadell Investment Counsel
Wisconsin
$2.9M -$30K -460 -1%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$2.87M +$428K +6,560 +18%
LTI
36
Laffer Tengler Investments
Tennessee
$2.36M -$8.99K -138 -0.4%
CCM
37
Cutler Capital Management
Massachusetts
$2.08M – – –
WIC
38
Woodmont Investment Counsel
Tennessee
$1.81M -$39.1K -600 -2%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$1.74M +$978K +15,000 +132%
SG Americas Securities
40
SG Americas Securities
New York
$1.69M – – –
Wells Fargo
41
Wells Fargo
California
$1.57M +$293K +4,496 +23%
CI
42
Conning Inc
Connecticut
$1.56M – – –
VEA
43
Virtus ETF Advisers
New York
$1.36M +$790K +12,116 +145%
ICA
44
Infrastructure Capital Advisors
New York
$1.35M +$790K +12,116 +145%
OFG
45
OTA Financial Group
New York
$1.35M – – –
MF
46
Magnetar Financial
Illinois
$1.32M +$1.3M +20,000 New
PI
47
Putnam Investments
Massachusetts
$1.23M – – –
ZA
48
Zazove Associates
Nevada
$1.13M -$15.8M -242,529 -93%
KeyBank National Association
49
KeyBank National Association
Ohio
$1.12M – – –
SCM
50
Schnieders Capital Management
California
$1M +$26.1K +400 +3%
1
2
3

WELL.PRI Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2017, worth a combined $873M — up 4.4% from $836M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of WELL.PRI and 1 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Highbridge Capital Management, adding an estimated $8.93M. The largest seller was Zazove Associates, cutting an estimated $15.8M.

  • 67 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2017, down from 69 in Q1 2017.
  • Funds reported $873M of Welltower Inc. stock for Q2 2017, up 4.4% quarter-over-quarter.
  • 1 fund opened new Welltower Inc. positions in Q2 2017 and 3 closed out, a net change of -2 holders.
  • The largest Welltower Inc. buyer in Q2 2017 was Highbridge Capital Management, an estimated $8.93M added.
  • The largest Welltower Inc. seller in Q2 2017 was Zazove Associates, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.