Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
53 hedge funds and large institutions have $2.74B invested in Welltower Inc. in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.
287% more capital invested
Capital invested by funds: $706M → $2.74B (+$2.03B)
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
10% less funds holding
Funds holding: 59 → 53 (-6)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Assured Investment Management
New York
|
+$31.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$13.7M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$10.5M |
| 4 |
AGC
Angelo Gordon & Co
New York
|
+$10.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.1M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$23.1M |
| 3 |
JP Morgan Chase
New York
|
-$12.5M |
| 4 |
ACM
Advent Capital Management
New York
|
-$7.96M |
| 5 |
KG
Killen Group
Berwyn,
Pennsylvania
|
-$7.62M |
WELL.PRI Hedge Fund Activity: Q4 2014 in Review
53 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2014, worth a combined $2.74B — up 287% from $706M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WELL.PRI and 6 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 18 added.
The largest buyer was Assured Investment Management, opening a new position worth an estimated $31.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $27.1M sold.
- 53 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2014, down from 59 in Q3 2014.
- Funds reported $2.74B of Welltower Inc. stock for Q4 2014, up 287% quarter-over-quarter.
- 6 funds opened new Welltower Inc. positions in Q4 2014 and 10 closed out, a net change of -4 holders.
- The largest Welltower Inc. buyer in Q4 2014 was Assured Investment Management, an estimated $31.6M added.
- The largest Welltower Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2014.