Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
61 hedge funds and large institutions have $826M invested in Welltower Inc. in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
15% more funds holding
Funds holding: 53 → 61 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
63% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 24
70% less capital invested
Capital invested by funds: $2.74B → $826M (-$1.91B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$37.2M |
| 2 |
TCM
Tekla Capital Management
Boston,
Massachusetts
|
+$13.8M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$12.8M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.12M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$32.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$29.9M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$15.6M |
| 4 |
AIM
Assured Investment Management
New York
|
-$13.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.3M |
WELL.PRI Hedge Fund Activity: Q1 2015 in Review
61 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q1 2015, worth a combined $826M — down 70% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WELL.PRI positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 24 trimmed.
The largest buyer was Calamos Advisors, opening a new position worth an estimated $37.2M. The largest seller was AQR Capital Management, exiting entirely with an estimated $32.1M sold.
- 61 institutional investors held Welltower Inc. (WELL.PRI) as of Q1 2015, up from 53 in Q4 2014.
- Funds reported $826M of Welltower Inc. stock for Q1 2015, down 70% quarter-over-quarter.
- 11 funds opened new Welltower Inc. positions in Q1 2015 and 3 closed out, a net change of +8 holders.
- The largest Welltower Inc. buyer in Q1 2015 was Calamos Advisors, an estimated $37.2M added.
- The largest Welltower Inc. seller in Q1 2015 was AQR Capital Management, an estimated $32.1M sold.
Based on aggregated 13F filings for Q1 2015.