Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
59 hedge funds and large institutions have $678M invested in Welltower Inc. in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 58 → 59 (+1)
4% more capital invested
Capital invested by funds: $654M → $678M (+$24.3M)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$19M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.69M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
+$5.72M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$26.2M |
| 2 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
-$11.7M |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$6.27M |
| 4 |
Citigroup
New York
|
-$5.32M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$3.8M |
WELL.PRI Hedge Fund Activity: Q2 2014 in Review
59 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2014, worth a combined $678M — up 3.7% from $654M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WELL.PRI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $19M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.
- 59 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2014, up from 58 in Q1 2014.
- Funds reported $678M of Welltower Inc. stock for Q2 2014, up 3.7% quarter-over-quarter.
- 5 funds opened new Welltower Inc. positions in Q2 2014 and 4 closed out, a net change of +1 holder.
- The largest Welltower Inc. buyer in Q2 2014 was AQR Capital Management, an estimated $19M added.
- The largest Welltower Inc. seller in Q2 2014 was JP Morgan Chase, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2014.