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WELL.PRI

Welltower Inc.
WELL.PRI

Delisted

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

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3 hedge funds and large institutions have $3.93M invested in Welltower Inc. in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

40% less funds holding

Funds holding: 5 → 3 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

77% less capital invested

Capital invested by funds: $16.8M → $3.93M (-$12.8M)

Holders
3
Holders Change
-2
Holders Change %
-40%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWCM
Ferguson Wellman Capital Management
Oregon
+$204K
2
LTI
Laffer Tengler Investments
Tennessee
+$50.4K

Top Sellers

Rank Fund Capital Flow
1
TCM
Tekla Capital Management
Massachusetts
-$11.9M
2
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
-$1.02M
3
CIA
Capital Investment Advisors
Georgia
-$204K
4
ECM
EII Capital Management
New York
-$59K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.17M +$50.4K +830 +2%
ADBIC
2
A.D. Beadell Investment Counsel
Wisconsin
$1.56M -$1.02M -16,810 -39%
FWCM
3
Ferguson Wellman Capital Management
Oregon
$203K +$204K +3,360 New
TCM
4
Tekla Capital Management
Massachusetts
– -$11.9M -200,000 Closed
CIA
5
Capital Investment Advisors
Georgia
– -$204K -3,430 Closed
ECM
6
EII Capital Management
New York
– -$59K -1,000 Closed

WELL.PRI Hedge Fund Activity: Q3 2018 in Review

3 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2018, worth a combined $3.93M — down 77% from $16.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of WELL.PRI and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $204K. The largest seller was Tekla Capital Management, exiting entirely with an estimated $11.9M sold.

  • 3 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2018, down from 5 in Q2 2018.
  • Funds reported $3.93M of Welltower Inc. stock for Q3 2018, down 77% quarter-over-quarter.
  • 1 fund opened new Welltower Inc. positions in Q3 2018 and 3 closed out, a net change of -2 holders.
  • The largest Welltower Inc. buyer in Q3 2018 was Ferguson Wellman Capital Management, an estimated $204K added.
  • The largest Welltower Inc. seller in Q3 2018 was Tekla Capital Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2018.