Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
16 hedge funds and large institutions have $91.9M invested in Welltower Inc. in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 55 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
78% less funds holding
Funds holding: 72 → 16 (-56)
88% less capital invested
Capital invested by funds: $776M → $91.9M (-$684M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$1.64M |
| 2 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$397K |
| 3 |
UFG
United Fire Group
Cedar Rapids,
Iowa
|
+$340K |
| 4 |
TA
Teton Advisors
Rye,
New York
|
+$113K |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$161M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$81.6M |
| 3 |
AGC
Angelo Gordon & Co
New York
|
-$56.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$42M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$41.9M |
WELL.PRI Hedge Fund Activity: Q1 2018 in Review
16 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q1 2018, worth a combined $91.9M — down 88% from $776M a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of WELL.PRI and 0 opened new positions — a net loss of 55 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Cutler Capital Management, adding an estimated $1.64M. The largest seller was BlackRock, exiting entirely with an estimated $161M sold.
- 16 institutional investors held Welltower Inc. (WELL.PRI) as of Q1 2018, down from 72 in Q4 2017.
- Funds reported $91.9M of Welltower Inc. stock for Q1 2018, down 88% quarter-over-quarter.
- 0 funds opened new Welltower Inc. positions in Q1 2018 and 55 closed out, a net change of -55 holders.
- The largest Welltower Inc. buyer in Q1 2018 was Cutler Capital Management, an estimated $1.64M added.
- The largest Welltower Inc. seller in Q1 2018 was BlackRock, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2018.