WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
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.

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
0.11%
New
21
Increased
11
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$64.6M
2
BG
2
BlackRock Group
United Kingdom
$23.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$19M
4
ZA
4
Zazove Associates
Nevada
$78.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$12.2M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.78B
2
TCM
2
Tekla Capital Management
Massachusetts
$12.2M
3
American Century Companies
3
American Century Companies
Missouri
$24.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$69.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$608K – – –
Creative Planning
52
Creative Planning
Kansas
$534K +$3.65K +60 +0.7%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$253K +$253K +9,773 New
CIA
54
Capital Investment Advisors
Georgia
$220K – – –
Morgan Stanley
55
Morgan Stanley
New York
$214K +$214K +3,520 New
SAM
56
Symphony Asset Management
California
$213K -$212K – –
FWCM
57
Ferguson Wellman Capital Management
Oregon
$210K +$210K +3,450 New
LIA
58
LS Investment Advisors
Michigan
$181K -$17.2K -253 -9%
ECM
59
EII Capital Management
New York
$109K – – –
AWM
60
Arbor Wealth Management
Florida
$76K +$76K +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 +$6K +100 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.91K +$4.91K +80,675 New
TDC
67
Thompson Davis & Co
Virginia
$2K – – –
AAMU
68
Amundi Asset Management US
Massachusetts
– -$3.04M -50,000 Closed
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