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WELL.PRI

Welltower Inc.

Delisted

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

56 hedge funds and large institutions have $2.28B invested in Welltower Inc. in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,968% more capital invested

Capital invested by funds: $74.5M → $2.28B (+$2.21B)

1,600% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 3

600% more funds holding

Funds holding: 856 (+48)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
56
Holders Change
+48
Holders Change %
+600%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
1
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.57B -$1.67M -28,110 Closed
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M +$90.4M +1,524,939 New
American Century Companies
3
American Century Companies
Missouri
$73.3M +$75.5M +1,272,883 New
JP Morgan Chase
4
JP Morgan Chase
New York
$59.1M +$60.9M +1,027,200 New
BFA
5
BlackRock Fund Advisors
California
$49.5M +$51M +860,327 New
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$49.4M +$47M +792,015 New
BA
7
BlackRock Advisors
Delaware
$46.9M +$48.3M +814,368 New
ACM
8
Advent Capital Management
New York
$29.5M -$26.1M -440,172 Closed
OCM
9
Oaktree Capital Management
California
$26.6M +$27.4M +462,874 New
AAA
10
Alpine Associates Advisors
New Jersey
$24.1M +$24.8M +418,430 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.1M
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$17.5M +$18M +304,374 New
MIG
13
Mariner Investment Group
New York
$17.3M +$17.7M +299,283 New
Ameriprise
14
Ameriprise
Minnesota
$16.7M +$818K +13,800 +5%
Invesco
15
Invesco
Georgia
$14.7M -$5.54M -93,400 -27%
SIM
16
SSI Investment Management
California
$14.7M +$15.1M +254,750 New
SCRM
17
Security Capital Research & Management
Illinois
$14.2M +$14.6M +246,000 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$12.9M
Victory Capital Management
19
Victory Capital Management
Texas
$11.2M +$11.5M +193,875 New
Wells Fargo
20
Wells Fargo
California
$11.1M +$11.4M +192,909 New
PCM
21
Palisade Capital Management
New Jersey
$10.8M +$11.1M +187,317 New
BG
22
BlackRock Group
United Kingdom
$10.5M +$10.8M +181,833 New
Citigroup
23
Citigroup
New York
$9.9M +$10.2M +172,049 New
STC
24
SEI Trust Company
Pennsylvania
$9.78M +$10.1M +170,011 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$7.79M +$8.06M +136,000 New

WELL.PRI Hedge Fund Activity: Q3 2013 in Review

56 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2013, worth a combined $2.28B — up 2,968% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WELL.PRI positions and 3 closed out — a net gain of 48 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $90.4M. The largest seller was Advent Capital Management, exiting entirely with an estimated $26.1M sold.

  • 56 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2013, up from 8 in Q2 2013.
  • Funds reported $2.28B of Welltower Inc. stock for Q3 2013, up 2,968% quarter-over-quarter.
  • 51 funds opened new Welltower Inc. positions in Q3 2013 and 3 closed out, a net change of +48 holders.
  • The largest Welltower Inc. buyer in Q3 2013 was Deutsche Bank, an estimated $90.4M added.
  • The largest Welltower Inc. seller in Q3 2013 was Advent Capital Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2013.