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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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69 hedge funds and large institutions have $836M invested in Welltower Inc. in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more capital invested

Capital invested by funds: $794M → $836M (+$42.5M)

3% less funds holding

Funds holding: 71 → 69 (-2)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
10
Increased
25
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$169M
2
HCM
Highbridge Capital Management
New York
+$30.5M
3
AGC
Angelo Gordon & Co
New York
+$29.1M
4
American Century Companies
American Century Companies
Missouri
+$11.4M
5
CL
CSS LLC
Illinois
+$9.47M

Top Sellers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
-$55.6M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21.2M
3
AA
AQR Arbitrage
Connecticut
-$10.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.15M
5
MA
MUFG Americas
New York
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
UFG
51
United Fire Group
Iowa
$884K +$153K +2,500 +22%
AIP
52
Ameritas Investment Partners
Nebraska
$781K – – –
IAA
53
Ironsides Asset Advisors
North Carolina
$726K -$183K -3,000 -21%
Jane Street
54
Jane Street
New York
$681K -$701K -11,496 -52%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$534K -$485K -7,944 -48%
VEA
56
Virtus ETF Advisers
New York
$529K +$511K +8,378 New
ICA
57
Infrastructure Capital Advisors
New York
$528K +$511K +8,378 New
BC
58
Brookfield Corp
Ontario, Canada
$518K +$500K +8,200 New
GI
59
GAMCO Investors
Connecticut
$366K +$354K +5,800 New
CA
60
Clearstead Advisors
Ohio
$316K +$305K +5,000 New
AFS
61
Amtrust Financial Services
New York
$309K +$266K +4,360 New
CIA
62
Capital Investment Advisors
Georgia
$220K – – –
FWCM
63
Ferguson Wellman Capital Management
Oregon
$218K – – –
RJFSA
64
Raymond James Financial Services Advisors
Florida
$214K -$7.93K -130 -4%
LIA
65
LS Investment Advisors
Michigan
$167K +$305 +5 +0.2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$83K – – –
Morgan Stanley
67
Morgan Stanley
New York
$78K – – –
ECM
68
EII Capital Management
New York
$63K – – –
AII
69
AGF Investments Inc
Ontario, Canada
$61K – – –
UBS Group
70
UBS Group
Switzerland
$44K +$1.65K +27 +4%
Creative Planning
71
Creative Planning
Kansas
$9K +$9.03K +148 New
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$7K -$2.44M -40,000 -78%
TDC
73
Thompson Davis & Co
Virginia
$3K +$1.22K +20 +57%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$21.2M -351,725 Closed
MA
75
MUFG Americas
New York
– -$2.8M -46,519 Closed
1 2
3
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WELL.PRI Hedge Fund Activity: Q1 2017 in Review

69 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q1 2017, worth a combined $836M — up 5.4% from $794M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WELL.PRI positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Zazove Associates, cutting an estimated $55.6M.

  • 69 institutional investors held Welltower Inc. (WELL.PRI) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $836M of Welltower Inc. stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 10 funds opened new Welltower Inc. positions in Q1 2017 and 7 closed out, a net change of +3 holders.
  • The largest Welltower Inc. buyer in Q1 2017 was BlackRock, an estimated $169M added.
  • The largest Welltower Inc. seller in Q1 2017 was Zazove Associates, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2017.