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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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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

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4% more capital invested

Capital invested by funds: $836M → $873M (+$36.9M)

3% less funds holding

Funds holding: 69 → 67 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

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

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
+$8.93M
2
ES
Equitec Specialists
Illinois
+$8.4M
3
American Century Companies
American Century Companies
Missouri
+$8.36M
4
JP Morgan Chase
JP Morgan Chase
New York
+$7.46M
5
CL
CSS LLC
Illinois
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
-$15.8M
2
CS
Credit Suisse
Switzerland
-$14.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$5.37M
5
BlackRock
BlackRock
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$124K +1,900 +23%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$562K – – –
CS
56
Credit Suisse
Switzerland
$530K -$14.5M -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 -$9.45K -145 -4%
LIA
63
LS Investment Advisors
Michigan
$150K -$22.4K -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 +$1.11K +17 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$37K – – –
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
1 2
3

WELL.PRI Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2017, worth a combined $873M — up 4.4% from $836M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of WELL.PRI and 1 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Highbridge Capital Management, adding an estimated $8.93M. The largest seller was Zazove Associates, cutting an estimated $15.8M.

  • 67 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2017, down from 69 in Q1 2017.
  • Funds reported $873M of Welltower Inc. stock for Q2 2017, up 4.4% quarter-over-quarter.
  • 1 fund opened new Welltower Inc. positions in Q2 2017 and 3 closed out, a net change of -2 holders.
  • The largest Welltower Inc. buyer in Q2 2017 was Highbridge Capital Management, an estimated $8.93M added.
  • The largest Welltower Inc. seller in Q2 2017 was Zazove Associates, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.