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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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72 hedge funds and large institutions have $776M invested in Welltower Inc. in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 69 → 72 (+3)

6% less capital invested

Capital invested by funds: $824M → $776M (-$48.4M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
7
Increased
28
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$17.7M
2
Invesco
Invesco
Georgia
+$17.6M
3
SG Americas Securities
SG Americas Securities
New York
+$14.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.97M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$16.8M
2
CL
CSS LLC
Illinois
-$13.4M
3
ES
Equitec Specialists
Illinois
-$12.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.98M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.26M -$1.56M -25,292 -26%
PCM
27
Palisade Capital Management
New Jersey
$4.17M +$628K +10,150 +17%
GF
28
Gabelli Funds
New York
$3.99M – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$3.63M -$8.98M -145,200 -71%
Zurich Cantonal Bank
30
Zurich Cantonal Bank
Switzerland
$3.63M +$3.71M +60,000 New
Russell Investments Group
31
Russell Investments Group
United Kingdom
$3.38M +$235K +3,800 +7%
AUIM
32
Aegon USA Investment Management
Iowa
$3.02M – – –
Wells Fargo
33
Wells Fargo
California
$2.92M -$56.2K -909 -2%
CI
34
Conning Inc
Connecticut
$2.81M +$52.6K +850 +2%
ADBIC
35
A.D. Beadell Investment Counsel
Wisconsin
$2.58M -$43.3K -700 -2%
LTI
36
Laffer Tengler Investments
Tennessee
$2.16M +$50.9K +824 +2%
CCM
37
Cutler Capital Management
Massachusetts
$1.88M – – –
MA
38
MUFG Americas
New York
$1.69M -$918K -14,852 -34%
ICA
39
Infrastructure Capital Advisors
New York
$1.57M +$22.4K +363 +1%
WIC
40
Woodmont Investment Counsel
Tennessee
$1.56M -$74.2K -1,200 -4%
CL
41
CSS LLC
Illinois
$1.16M -$13.4M -216,696 -92%
PI
42
Putnam Investments
Massachusetts
$1.11M – – –
PCM
43
Prelude Capital Management
New York
$977K +$1M +16,250 New
SCM
44
Schnieders Capital Management
California
$959K +$56.1K +908 +6%
RJA
45
Raymond James & Associates
Florida
$868K – – –
UFG
46
United Fire Group
Iowa
$838K – – –
ZA
47
Zazove Associates
Nevada
$780K – – –
MF
48
Magnetar Financial
Illinois
$745K +$464K +7,500 +150%
IAA
49
Ironsides Asset Advisors
North Carolina
$689K – – –
ES
50
Equitec Specialists
Illinois
$595K -$12.5M -202,782 -95%
1
2
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WELL.PRI Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2017, worth a combined $776M — down 5.9% from $824M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WELL.PRI positions and 4 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $16.8M sold.

  • 72 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $776M of Welltower Inc. stock for Q4 2017, down 5.9% quarter-over-quarter.
  • 7 funds opened new Welltower Inc. positions in Q4 2017 and 4 closed out, a net change of +3 holders.
  • The largest Welltower Inc. buyer in Q4 2017 was American Century Companies, an estimated $17.7M added.
  • The largest Welltower Inc. seller in Q4 2017 was Highbridge Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2017.