Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
59 hedge funds and large institutions have $706M invested in Welltower Inc. in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.
4% more capital invested
Capital invested by funds: $678M → $706M (+$28.1M)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$24.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$15.1M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$15.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.91M |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KG
Killen Group
Berwyn,
Pennsylvania
|
-$12.5M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$10.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.58M |
| 4 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$5.15M |
| 5 |
DLG
Daniel L. Goodwin
|
-$4.54M |
WELL.PRI Hedge Fund Activity: Q3 2014 in Review
59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2014, worth a combined $706M — up 4.2% from $678M a quarter earlier.
Fund positioning in WELL.PRI was balanced in Q3 2014: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 19 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $24.9M. The largest seller was Killen Group, cutting an estimated $12.5M.
- 59 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $706M of Welltower Inc. stock for Q3 2014, up 4.2% quarter-over-quarter.
- 5 funds opened new Welltower Inc. positions in Q3 2014 and 5 closed out, a net change of 0 holders.
- The largest Welltower Inc. buyer in Q3 2014 was Deutsche Bank, an estimated $24.9M added.
- The largest Welltower Inc. seller in Q3 2014 was Killen Group, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2014.