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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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59 hedge funds and large institutions have $706M invested in Welltower Inc. in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $678M → $706M (+$28.1M)

0% more funds holding

Funds holding: 59 → 59 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$24.9M
2
Invesco
Invesco
Georgia
+$15.1M
3
SAMC
Shinko Asset Management Company
Japan
+$15.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$5.91M
5
CL
CSS LLC
Illinois
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
KG
Killen Group
Pennsylvania
-$12.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$10.1M
3
Wells Fargo
Wells Fargo
California
-$7.58M
4
PCM
Palisade Capital Management
New Jersey
-$5.15M
5
DLG
Daniel L. Goodwin
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$710K – – –
KSCM
52
Kamunting Street Capital Management
Florida
$572K – – –
IAA
53
Ironsides Asset Advisors
North Carolina
$558K -$32.5K -550 -5%
UOC
54
UBS O'Connor
Illinois
$434K – – –
ECM
55
EII Capital Management
New York
$280K -$608K -10,300 -68%
SCM
56
Schnieders Capital Management
California
$257K -$118K -2,000 -31%
CIA
57
Capital Investment Advisors
Georgia
$214K +$221K +3,735 New
Bank of America
58
Bank of America
North Carolina
$196K -$3.69M -62,486 -95%
WAM
59
Wolverine Asset Management
Illinois
$118K +$122K +2,062 New
TDC
60
Thompson Davis & Co
Virginia
$7K +$7.09K +120 New
U
61
UBS
Switzerland
$6K -$3.6K -61 -38%
PTC
62
Private Trust Company
Ohio
$5K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$10.1M -175,000 Closed
DLG
64
Daniel L. Goodwin
– -$4.54M -78,659 Closed
FTUS
65
Flow Traders U.S.
New York
– -$13K -233 Closed
FMB
66
Field & Main Bank
Kentucky
– -$12K -200 Closed
GSC
67
Ground Swell Capital
South Carolina
– -$2K -42 Closed
1 2
3

WELL.PRI Hedge Fund Activity: Q3 2014 in Review

59 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2014, worth a combined $706M — up 4.2% from $678M a quarter earlier.

Fund positioning in WELL.PRI was balanced in Q3 2014: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 19 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $24.9M. The largest seller was Killen Group, cutting an estimated $12.5M.

  • 59 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $706M of Welltower Inc. stock for Q3 2014, up 4.2% quarter-over-quarter.
  • 5 funds opened new Welltower Inc. positions in Q3 2014 and 5 closed out, a net change of 0 holders.
  • The largest Welltower Inc. buyer in Q3 2014 was Deutsche Bank, an estimated $24.9M added.
  • The largest Welltower Inc. seller in Q3 2014 was Killen Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2014.