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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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70 hedge funds and large institutions have $914M invested in Welltower Inc. in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $777M → $914M (+$138M)

11% more funds holding

Funds holding: 63 → 70 (+7)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$35.3M
2
State Street
State Street
Massachusetts
+$18.5M
3
SG Americas Securities
SG Americas Securities
New York
+$16.3M
4
WCM
Waterstone Capital Management
Minnesota
+$13.1M
5
BFA
BlackRock Fund Advisors
California
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
-$19.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$16.8M
3
Wells Fargo
Wells Fargo
California
-$6.06M
4
Ameriprise
Ameriprise
Minnesota
-$5.75M
5
CS
Credit Suisse
Switzerland
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
51
Schnieders Capital Management
California
$953K +$86.2K +1,350 +11%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$822K – – –
BCM
53
Basso Capital Management
Connecticut
$674K – – –
SC
54
Scotia Capital
Ontario, Canada
$658K -$679K -10,630 -52%
IAA
55
Ironsides Asset Advisors
North Carolina
$285K -$658K -10,300 -71%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$246K – – –
CIA
57
Capital Investment Advisors
Georgia
$245K – – –
SAM
58
Symphony Asset Management
California
$238K – – –
FWCM
59
Ferguson Wellman Capital Management
Oregon
$234K – – –
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$224K +$211K +3,300 New
LIA
61
LS Investment Advisors
Michigan
$212K -$16.1K -252 -8%
MUS
62
Mitsubishi UFJ Securities
Japan
$125K +$118K +1,853 New
ECM
63
EII Capital Management
New York
$68K – – –
AII
64
AGF Investments Inc
Ontario, Canada
$65K – – –
Morgan Stanley
65
Morgan Stanley
New York
$63K +$2.75K +43 +5%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$14K +$3.19K +50 +33%
UBS Group
67
UBS Group
Switzerland
$13K +$5.49K +86 +86%
MFS
68
MSI Financial Services
Massachusetts
$8K +$7.47K +117 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$5K – – –
CCM
70
Cutler Capital Management
Massachusetts
$2.13K – – –
Creative Planning
71
Creative Planning
Kansas
$2K -$578K -9,057 -100%
TDC
72
Thompson Davis & Co
Virginia
$2K – – –
SBIA
73
Sheaff Brock Investment Advisors
Indiana
– -$254K -9,673 Closed
ARMC
74
American Research & Management Company
Massachusetts
– -$12K -200 Closed
1 2
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WELL.PRI Hedge Fund Activity: Q2 2016 in Review

70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2016, worth a combined $914M — up 18% from $777M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WELL.PRI positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $35.3M. The largest seller was CSS LLC, cutting an estimated $19.4M.

  • 70 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $914M of Welltower Inc. stock for Q2 2016, up 18% quarter-over-quarter.
  • 9 funds opened new Welltower Inc. positions in Q2 2016 and 2 closed out, a net change of +7 holders.
  • The largest Welltower Inc. buyer in Q2 2016 was Allianz Asset Management, an estimated $35.3M added.
  • The largest Welltower Inc. seller in Q2 2016 was CSS LLC, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.