Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
62 hedge funds and large institutions have $2.53B invested in Welltower Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
41% more funds holding
Funds holding: 44 → 62 (+18)
12% more capital invested
Capital invested by funds: $2.25B → $2.53B (+$279M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$63.6M |
| 2 |
BG
BlackRock Group
London,
United Kingdom
|
+$23.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$18.7M |
| 4 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$17.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tekla Capital Management
Boston,
Massachusetts
|
-$12M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$11.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.32M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$3.04M |
WELL.PRI Hedge Fund Activity: Q4 2015 in Review
62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2015, worth a combined $2.53B — up 12% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WELL.PRI positions and 2 closed out — a net gain of 19 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was BlackRock Advisors, opening a new position worth an estimated $63.6M. The largest seller was Tekla Capital Management, exiting entirely with an estimated $12M sold.
- 62 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2015, up from 44 in Q3 2015.
- Funds reported $2.53B of Welltower Inc. stock for Q4 2015, up 12% quarter-over-quarter.
- 21 funds opened new Welltower Inc. positions in Q4 2015 and 2 closed out, a net change of +19 holders.
- The largest Welltower Inc. buyer in Q4 2015 was BlackRock Advisors, an estimated $63.6M added.
- The largest Welltower Inc. seller in Q4 2015 was Tekla Capital Management, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2015.