Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
56 hedge funds and large institutions have $2.28B invested in Welltower Inc. in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
2,968% more capital invested
Capital invested by funds: $74.5M → $2.28B (+$2.21B)
1,600% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 3
600% more funds holding
Funds holding: 8 → 56 (+48)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$90.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$75.5M |
| 3 |
JP Morgan Chase
New York
|
+$60.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$51M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advent Capital Management
New York
|
-$26.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.54M |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$1.67M |
| 4 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
-$441K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KSCM
51
Kamunting Street Capital Management
Miami Beach,
Florida
| $577K | +$593K | +10,000 | New |
|
52
Bank of America
Charlotte,
North Carolina
| $492K | +$506K | +8,544 | New |
|
|
UOC
53
UBS O'Connor
Chicago,
Illinois
| $434K | +$445K | +7,500 | New |
|
|
BIT
54
BlackRock Institutional Trust
San Francisco,
California
| $390K | +$402K | +6,784 | New |
|
55
Barclays
London,
United Kingdom
| $312K | +$324K | +5,470 | New |
|
56
Citadel Advisors
Miami,
Florida
| $134K | +$138K | +2,335 | New |
|
|
AC
57
Alexandria Capital
Arlington,
Virginia
| $28K | +$28.5K | +480 | New |
|
|
U
58
UBS
Zurich,
Switzerland
| $13K | +$13.2K | +222 | New |
|
59
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10.1K | +$10.4M | +175,000 | New |
|
|
PTC
60
Private Trust Company
Cleveland,
Ohio
| $5K | +$4.68K | +79 | New |
|
|
BFM
61
Boston Financial Management
Boston,
Massachusetts
| – | -$441K | -7,100 | Closed |
|
WELL.PRI Hedge Fund Activity: Q3 2013 in Review
56 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2013, worth a combined $2.28B — up 2,968% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WELL.PRI positions and 3 closed out — a net gain of 48 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Deutsche Bank, opening a new position worth an estimated $90.4M. The largest seller was Advent Capital Management, exiting entirely with an estimated $26.1M sold.
- 56 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2013, up from 8 in Q2 2013.
- Funds reported $2.28B of Welltower Inc. stock for Q3 2013, up 2,968% quarter-over-quarter.
- 51 funds opened new Welltower Inc. positions in Q3 2013 and 3 closed out, a net change of +48 holders.
- The largest Welltower Inc. buyer in Q3 2013 was Deutsche Bank, an estimated $90.4M added.
- The largest Welltower Inc. seller in Q3 2013 was Advent Capital Management, an estimated $26.1M sold.
Based on aggregated 13F filings for Q3 2013.