WELL.PRI

Welltower Inc.
WELL.PRI

Overview Fund Activity
Delisted

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

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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.

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
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$87.8M
2
American Century Companies
2
American Century Companies
Missouri
$73.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59.1M
4
BFA
4
BlackRock Fund Advisors
California
$49.5M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$49.4M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$29.5M
2
Invesco
2
Invesco
Georgia
$14.7M
3
LTI
3
Laffer Tengler Investments
Tennessee
$1.57B
4
BFM
4
Boston Financial Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -28,110 Closed
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M 1,524,939 +1,524,939 New
American Century Companies
3
American Century Companies
Missouri
$73.3M 1,272,883 +1,272,883 New
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$59.1M 1,027,200 +1,027,200 New
BFA
5
BlackRock Fund Advisors
California
$49.5M 860,327 +860,327 New
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$49.4M 792,015 +792,015 New
BA
7
BlackRock Advisors
Delaware
$46.9M 814,368 +814,368 New
ACM
8
Advent Capital Management
New York
– – -440,172 Closed
OCM
9
Oaktree Capital Management
California
$26.6M 462,874 +462,874 New
AAA
10
Alpine Associates Advisors
New Jersey
$24.1M 418,430 +418,430 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
– – – –
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$17.5M 304,374 +304,374 New
MIG
13
Mariner Investment Group
New York
$17.3M 299,283 +299,283 New
Ameriprise
14
Ameriprise
Minnesota
$16.7M 290,600 +13,800 +5%
Invesco
15
Invesco
Georgia
$14.7M 256,000 -93,400 -27%
SIM
16
SSI Investment Management
California
$14.7M 254,750 +254,750 New
SCRM
17
Security Capital Research & Management
Illinois
$14.2M 246,000 +246,000 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
– – – –
Victory Capital Management
19
Victory Capital Management
Texas
$11.2M 193,875 +193,875 New
Wells Fargo
20
Wells Fargo
California
$11.1M 192,909 +192,909 New
PCM
21
Palisade Capital Management
New Jersey
$10.8M 187,317 +187,317 New
BG
22
BlackRock Group
United Kingdom
$10.5M 181,833 +181,833 New
Citigroup
23
Citigroup
New York
$9.9M 172,049 +172,049 New
STC
24
SEI Trust Company
Pennsylvania
$9.78M 170,011 +170,011 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$7.79M 136,000 +136,000 New
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