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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 $824M invested in Welltower Inc. in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 67 → 69 (+2)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

6% less capital invested

Capital invested by funds: $873M → $824M (-$48.9M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
6
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$27.8M
2
MSU
Mizuho Securities USA
New York
+$7.51M
3
Invesco
Invesco
Georgia
+$5.15M
4
ACM
Advent Capital Management
New York
+$4.89M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$24.2M
2
CL
CSS LLC
Illinois
-$16.2M
3
ES
Equitec Specialists
Illinois
-$8.05M
4
WCM
Waterstone Capital Management
Minnesota
-$4.95M
5
State Street
State Street
Massachusetts
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
51
Ironsides Asset Advisors
North Carolina
$729K – – –
DADC
52
D.A. Davidson & Co
Montana
$571K +$588K +9,010 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$538K – – –
CS
54
Credit Suisse
Switzerland
$507K – – –
GI
55
GAMCO Investors
Connecticut
$368K – – –
MF
56
Magnetar Financial
Illinois
$316K -$979K -15,000 -75%
AFS
57
Amtrust Financial Services
New York
$278K – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$267K +$275K +4,212 New
TA
59
Teton Advisors
New York
$254K +$261K +4,000 New
KeyBank National Association
60
KeyBank National Association
Ohio
$219K -$881K -13,500 -80%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$215K – – –
FWCM
62
Ferguson Wellman Capital Management
Oregon
$213K -$5.87K -90 -3%
CIA
63
Capital Investment Advisors
Georgia
$212K – – –
LIA
64
LS Investment Advisors
Michigan
$146K – – –
Morgan Stanley
65
Morgan Stanley
New York
$77K -$2.42K -37 -3%
AII
66
AGF Investments Inc
Ontario, Canada
$61K – – –
UBS Group
67
UBS Group
Switzerland
$42K -$2.87K -44 -6%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$14K – – –
GXMC
69
Global X Management Company
New York
$14K +$14.9K +228 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.59K +147 New
TDC
71
Thompson Davis & Co
Virginia
$3K – – –
OFG
72
OTA Financial Group
New York
– -$1.35M -21,381 Closed
BC
73
Brookfield Corp
Ontario, Canada
– -$669K -10,100 Closed
CA
74
Clearstead Advisors
Ohio
– -$331K -5,000 Closed
Creative Planning
75
Creative Planning
Kansas
– -$10K -148 Closed
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WELL.PRI Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2017, worth a combined $824M — down 5.6% from $873M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WELL.PRI positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was American Century Companies, adding an estimated $27.8M. The largest seller was Highbridge Capital Management, cutting an estimated $24.2M.

  • 69 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $824M of Welltower Inc. stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 6 funds opened new Welltower Inc. positions in Q3 2017 and 4 closed out, a net change of +2 holders.
  • The largest Welltower Inc. buyer in Q3 2017 was American Century Companies, an estimated $27.8M added.
  • The largest Welltower Inc. seller in Q3 2017 was Highbridge Capital Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2017.