WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

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

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67 hedge funds and large institutions have $873M invested in Welltower Inc. in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
1
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Highbridge Capital Management
New York
$42.2M
2
ES
2
Equitec Specialists
Illinois
$22.3M
3
American Century Companies
3
American Century Companies
Missouri
$43.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.9M
5
CL
5
CSS LLC
Illinois
$32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$28.5M
2
ZA
2
Zazove Associates
Nevada
$1.13M
3
CS
3
Credit Suisse
Switzerland
$530K
4
Deutsche Bank
4
Deutsche Bank
Germany
$20M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$961K – – –
UFG
52
United Fire Group
Iowa
$928K – – –
IAA
53
Ironsides Asset Advisors
North Carolina
$762K – – –
BC
54
Brookfield Corp
Ontario, Canada
$669K +$126K +1,900 +23%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$562K – – –
CS
56
Credit Suisse
Switzerland
$530K -$14.8M -223,135 -97%
GI
57
GAMCO Investors
Connecticut
$384K – – –
CA
58
Clearstead Advisors
Ohio
$331K – – –
AFS
59
Amtrust Financial Services
New York
$289K – – –
FWCM
60
Ferguson Wellman Capital Management
Oregon
$229K – – –
RJFSA
61
Raymond James Financial Services Advisors
Florida
$225K – – –
CIA
62
Capital Investment Advisors
Georgia
$222K -$9.62K -145 -4%
LIA
63
LS Investment Advisors
Michigan
$150K -$25.6K -343 -15%
Morgan Stanley
64
Morgan Stanley
New York
$82K – – –
AII
65
AGF Investments Inc
Ontario, Canada
$64K – – –
UBS Group
66
UBS Group
Switzerland
$47K +$1.13K +17 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$37K -$83K – –
Creative Planning
68
Creative Planning
Kansas
$10K – – –
TDC
69
Thompson Davis & Co
Virginia
$4K – – –
Citigroup
70
Citigroup
New York
– -$1.58M -25,000 Closed
Jane Street
71
Jane Street
New York
– -$681K -10,785 Closed
ECM
72
EII Capital Management
New York
– -$63K -1,000 Closed
AIP
73
Ameritas Investment Partners
Nebraska
– -$781K – –
Macquarie Group
74
Macquarie Group
Australia
– -$2.36M – –
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