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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 $824M invested in Welltower Inc. in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 67 → 69 (+2)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

6% less capital invested

Capital invested by funds: $873M → $824M (-$48.9M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
6
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$27.8M
2
MSU
Mizuho Securities USA
New York
+$7.51M
3
Invesco
Invesco
Georgia
+$5.15M
4
ACM
Advent Capital Management
New York
+$4.89M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$24.2M
2
CL
CSS LLC
Illinois
-$16.2M
3
ES
Equitec Specialists
Illinois
-$8.05M
4
WCM
Waterstone Capital Management
Minnesota
-$4.95M
5
State Street
State Street
Massachusetts
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
26
Mackay Shields LLC
New York
$7.5M +$1.29M +19,800 +20%
Ameriprise
27
Ameriprise
Minnesota
$7.46M – – –
WCM
28
Waterstone Capital Management
Minnesota
$7.24M -$4.95M -75,866 -40%
Bank of America
29
Bank of America
North Carolina
$6.12M +$2.73M +41,868 +77%
SEI Investments
30
SEI Investments
Pennsylvania
$5.61M +$2.44M +37,400 +73%
GF
31
Gabelli Funds
New York
$4.22M – – –
PCM
32
Palisade Capital Management
New Jersey
$3.72M +$49K +750 +1%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$3.34M +$610K +9,345 +22%
AUIM
34
Aegon USA Investment Management
Iowa
$3.32M – – –
Wells Fargo
35
Wells Fargo
California
$3.15M +$1.69M +25,969 +109%
CI
36
Conning Inc
Connecticut
$2.92M +$1.47M +22,500 +96%
ADBIC
37
A.D. Beadell Investment Counsel
Wisconsin
$2.78M +$6.53K +100 +0.2%
MA
38
MUFG Americas
New York
$2.74M +$2.83M +43,324 New
LTI
39
Laffer Tengler Investments
Tennessee
$2.25M -$19.5K -299 -0.8%
CCM
40
Cutler Capital Management
Massachusetts
$1.99M – – –
WIC
41
Woodmont Investment Counsel
Tennessee
$1.73M – – –
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$1.66M – – –
ICA
43
Infrastructure Capital Advisors
New York
$1.64M +$348K +5,334 +26%
VEA
44
Virtus ETF Advisers
New York
$1.64M +$348K +5,334 +26%
SG Americas Securities
45
SG Americas Securities
New York
$1.62M – – –
PI
46
Putnam Investments
Massachusetts
$1.18M – – –
SCM
47
Schnieders Capital Management
California
$958K – – –
RJA
48
Raymond James & Associates
Florida
$920K – – –
UFG
49
United Fire Group
Iowa
$888K – – –
ZA
50
Zazove Associates
Nevada
$823K -$261K -4,000 -24%
1
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WELL.PRI Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2017, worth a combined $824M — down 5.6% from $873M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WELL.PRI positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was American Century Companies, adding an estimated $27.8M. The largest seller was Highbridge Capital Management, cutting an estimated $24.2M.

  • 69 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $824M of Welltower Inc. stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 6 funds opened new Welltower Inc. positions in Q3 2017 and 4 closed out, a net change of +2 holders.
  • The largest Welltower Inc. buyer in Q3 2017 was American Century Companies, an estimated $27.8M added.
  • The largest Welltower Inc. seller in Q3 2017 was Highbridge Capital Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2017.