Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
70 hedge funds and large institutions have $916M invested in Welltower Inc. in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $792M → $916M (+$124M)
11% more funds holding
Funds holding: 63 → 70 (+7)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$35.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$18.5M |
| 3 |
SG Americas Securities
New York
|
+$16.3M |
| 4 |
WCM
Waterstone Capital Management
St. Louis Park,
Minnesota
|
+$13.1M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$19.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.06M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.75M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.71M |
WELL.PRI Hedge Fund Activity: Q2 2016 in Review
70 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2016, worth a combined $916M — up 16% from $792M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WELL.PRI positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $35.3M. The largest seller was CSS LLC, cutting an estimated $19.4M.
- 70 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2016, up from 63 in Q1 2016.
- Funds reported $916M of Welltower Inc. stock for Q2 2016, up 16% quarter-over-quarter.
- 9 funds opened new Welltower Inc. positions in Q2 2016 and 2 closed out, a net change of +7 holders.
- The largest Welltower Inc. buyer in Q2 2016 was Allianz Asset Management, an estimated $35.3M added.
- The largest Welltower Inc. seller in Q2 2016 was CSS LLC, an estimated $19.4M sold.
Based on aggregated 13F filings for Q2 2016.