We are live on ! Find out more
WELL.PRI

Welltower Inc.
WELL.PRI

Delisted

WELL.PRI was delisted on the 27th of February, 2019.

Back to rankings

5 hedge funds and large institutions have $16.8M invested in Welltower Inc. in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% less funds holding

Funds holding: 16 → 5 (-11)

82% less capital invested

Capital invested by funds: $91.9M → $16.8M (-$75.1M)

92% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 12

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
-11
Holders Change %
-68.75%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$196K

Top Sellers

Rank Fund Capital Flow
1
Calamos Advisors
Calamos Advisors
Illinois
-$26.2M
2
P8IP
Pier 88 Investment Partners
California
-$4.85M
3
CCM
Cutler Capital Management
Massachusetts
-$3.35M
4
AUIM
Aegon USA Investment Management
Iowa
-$2.8M
5
GF
Gabelli Funds
New York
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1
Tekla Capital Management
Massachusetts
$11.9M – – –
ADBIC
2
A.D. Beadell Investment Counsel
Wisconsin
$2.53M -$26.3K -460 -1%
LTI
3
Laffer Tengler Investments
Tennessee
$2.09M -$191K -3,351 -9%
CIA
4
Capital Investment Advisors
Georgia
$204K +$196K +3,430 New
ECM
5
EII Capital Management
New York
$59K – – –
Calamos Advisors
6
Calamos Advisors
Illinois
– -$26.2M -470,949 Closed
P8IP
7
Pier 88 Investment Partners
California
– -$4.85M -86,890 Closed
CCM
8
Cutler Capital Management
Massachusetts
– -$3.35M -60,303 Closed
AUIM
9
Aegon USA Investment Management
Iowa
– -$2.8M -50,000 Closed
GF
10
Gabelli Funds
New York
– -$2.59M -46,500 Closed
UFG
11
United Fire Group
Iowa
– -$1.12M -20,000 Closed
ZA
12
Zazove Associates
Nevada
– -$1.12M -20,000 Closed
PI
13
Putnam Investments
Massachusetts
– -$1.04M -18,594 Closed
SCM
14
Schnieders Capital Management
California
– -$919K -16,510 Closed
GI
15
GAMCO Investors
Connecticut
– -$382K -6,850 Closed
TA
16
Teton Advisors
New York
– -$335K -6,000 Closed
GXMC
17
Global X Management Company
New York
– -$152K -2,733 Closed

WELL.PRI Hedge Fund Activity: Q2 2018 in Review

5 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q2 2018, worth a combined $16.8M — down 82% from $91.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WELL.PRI and 1 opened new positions — a net loss of 11 holders — while 2 trimmed existing stakes and 0 added.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $196K. The largest seller was Calamos Advisors, exiting entirely with an estimated $26.2M sold.

  • 5 institutional investors held Welltower Inc. (WELL.PRI) as of Q2 2018, down from 16 in Q1 2018.
  • Funds reported $16.8M of Welltower Inc. stock for Q2 2018, down 82% quarter-over-quarter.
  • 1 fund opened new Welltower Inc. positions in Q2 2018 and 12 closed out, a net change of -11 holders.
  • The largest Welltower Inc. buyer in Q2 2018 was Capital Investment Advisors, an estimated $196K added.
  • The largest Welltower Inc. seller in Q2 2018 was Calamos Advisors, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2018.