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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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62 hedge funds and large institutions have $2.53B invested in Welltower Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

41% more funds holding

Funds holding: 44 → 62 (+18)

12% more capital invested

Capital invested by funds: $2.25B → $2.53B (+$279M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
62
Holders Change
+18
Holders Change %
+40.91%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
21
Increased
11
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$63.6M
2
BG
BlackRock Group
United Kingdom
+$23.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$18.7M
4
ZA
Zazove Associates
Nevada
+$17.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tekla Capital Management
Massachusetts
-$12M
2
American Century Companies
American Century Companies
Missouri
-$11.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$8.54M
4
Ameriprise
Ameriprise
Minnesota
-$4.32M
5
AAMU
Amundi Asset Management US
Massachusetts
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$608K – – –
Creative Planning
52
Creative Planning
Kansas
$534K +$3.59K +60 +0.7%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$253K +$585K +9,773 New
CIA
54
Capital Investment Advisors
Georgia
$220K – – –
Morgan Stanley
55
Morgan Stanley
New York
$214K +$211K +3,520 New
SAM
56
Symphony Asset Management
California
$213K – – –
FWCM
57
Ferguson Wellman Capital Management
Oregon
$210K +$206K +3,450 New
LIA
58
LS Investment Advisors
Michigan
$181K -$15.1K -253 -9%
ECM
59
EII Capital Management
New York
$109K – – –
AWM
60
Arbor Wealth Management
Florida
$76K +$83.8K +1,400 New
AII
61
AGF Investments Inc
Ontario, Canada
$59K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$40K – – –
Citigroup
63
Citigroup
New York
$18K +$18K +301 New
UBS Group
64
UBS Group
Switzerland
$6K – – –
Barclays
65
Barclays
United Kingdom
$6K +$5.99K +100 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.91K +$4.83M +80,675 New
TDC
67
Thompson Davis & Co
Virginia
$2K – – –
AAMU
68
Amundi Asset Management US
Massachusetts
– -$3.04M -50,000 Closed
1 2
3

WELL.PRI Hedge Fund Activity: Q4 2015 in Review

62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2015, worth a combined $2.53B — up 12% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WELL.PRI positions and 2 closed out — a net gain of 19 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $63.6M. The largest seller was Tekla Capital Management, exiting entirely with an estimated $12M sold.

  • 62 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2015, up from 44 in Q3 2015.
  • Funds reported $2.53B of Welltower Inc. stock for Q4 2015, up 12% quarter-over-quarter.
  • 21 funds opened new Welltower Inc. positions in Q4 2015 and 2 closed out, a net change of +19 holders.
  • The largest Welltower Inc. buyer in Q4 2015 was BlackRock Advisors, an estimated $63.6M added.
  • The largest Welltower Inc. seller in Q4 2015 was Tekla Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2015.