WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

WELL.PRI was delisted on the 27th of February, 2019.

Back to rankings

67 hedge funds and large institutions have $867M invested in Welltower Inc. in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
4
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$20.8M
2
GLI
2
Guardian Life Insurance
New York
$14.8M
3
AGC
3
Angelo Gordon & Co
New York
$24.7M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.7M

Top Sellers

1
ZA
1
Zazove Associates
Nevada
$83.8M
2
AA
2
AQR Arbitrage
Connecticut
$61.2M
3
State Street
3
State Street
Massachusetts
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.66M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$1.09M – – –
SCM
52
Schnieders Capital Management
California
$968K +$33.3K +500 +4%
BlackRock
53
BlackRock
New York
$867K -$103K -1,551 -11%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$807K – – –
Wells Fargo
55
Wells Fargo
California
$711K -$1.74M -26,094 -71%
BCM
56
Basso Capital Management
Connecticut
$667K – – –
IAA
57
Ironsides Asset Advisors
North Carolina
$280K – – –
RJFSA
58
Raymond James Financial Services Advisors
Florida
$234K -$6.64K -100 -3%
SAM
59
Symphony Asset Management
California
$234K – – –
CIA
60
Capital Investment Advisors
Georgia
$232K -$8.31K -125 -3%
FWCM
61
Ferguson Wellman Capital Management
Oregon
$230K – – –
LIA
62
LS Investment Advisors
Michigan
$195K -$13.3K -178 -6%
UBS Group
63
UBS Group
Switzerland
$84K +$71.6K +1,076 +578%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$74K -$5K – –
ECM
65
EII Capital Management
New York
$67K – – –
AII
66
AGF Investments Inc
Ontario, Canada
$64K – – –
Morgan Stanley
67
Morgan Stanley
New York
$49K -$14.2K -213 -22%
FTUS
68
Flow Traders U.S.
New York
$18K +$18K +266 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$13K – – –
SFG
70
SevenBridge Financial Group
Pennsylvania
$9K +$9K +150 New
Creative Planning
71
Creative Planning
Kansas
$2K – – –
TDC
72
Thompson Davis & Co
Virginia
$2K – – –
State Street
73
State Street
Massachusetts
– -$19.8M -289,938 Closed
ClearBridge Investments
74
ClearBridge Investments
New York
– -$5.61M -82,800 Closed
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
– -$224K -3,300 Closed
1 2
3
4