Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
57 hedge funds and large institutions have $758M invested in Welltower Inc. in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 8 closing their positions.
7% less funds holding
Funds holding: 61 → 57 (-4)
8% less capital invested
Capital invested by funds: $826M → $758M (-$68.1M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
52% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$64.2M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$29.7M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$9.07M |
| 4 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$4.81M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Assured Investment Management
New York
|
-$20.3M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.6M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$12.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.6M |
| 5 |
ES
Equitec Specialists
Chicago,
Illinois
|
-$8.14M |
WELL.PRI Hedge Fund Activity: Q2 2015 in Review
57 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2015, worth a combined $758M — down 8.2% from $826M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WELL.PRI and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 10 added.
The largest buyer was Zazove Associates, opening a new position worth an estimated $64.2M. The largest seller was Assured Investment Management, exiting entirely with an estimated $20.3M sold.
- 57 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2015, down from 61 in Q1 2015.
- Funds reported $758M of Welltower Inc. stock for Q2 2015, down 8.2% quarter-over-quarter.
- 4 funds opened new Welltower Inc. positions in Q2 2015 and 8 closed out, a net change of -4 holders.
- The largest Welltower Inc. buyer in Q2 2015 was Zazove Associates, an estimated $64.2M added.
- The largest Welltower Inc. seller in Q2 2015 was Assured Investment Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q2 2015.