Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
2 hedge funds and large institutions have $38.4M invested in Welltower Inc. in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
875% more capital invested
Capital invested by funds: $3.93M → $38.4M (+$34.4M)
33% less funds holding
Funds holding: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ADBIC
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
-$1.56M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$203K |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $36.2M | +$36M | +572,801 | New |
|
|
LTI
2
Laffer Tengler Investments
Nashville,
Tennessee
| $2.21M | -$42K | -669 | -2% |
|
|
ADBIC
3
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| – | -$1.56M | -25,780 | Closed |
|
|
FWCM
4
Ferguson Wellman Capital Management
Portland,
Oregon
| – | -$203K | -3,360 | Closed |
|
WELL.PRI Hedge Fund Activity: Q4 2018 in Review
2 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2018, worth a combined $38.4M — up 875% from $3.93M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WELL.PRI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $36M. The largest seller was A.D. Beadell Investment Counsel, exiting entirely with an estimated $1.56M sold.
- 2 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2018, down from 3 in Q3 2018.
- Funds reported $38.4M of Welltower Inc. stock for Q4 2018, up 875% quarter-over-quarter.
- 1 fund opened new Welltower Inc. positions in Q4 2018 and 2 closed out, a net change of -1 holder.
- The largest Welltower Inc. buyer in Q4 2018 was Victory Capital Management, an estimated $36M added.
- The largest Welltower Inc. seller in Q4 2018 was A.D. Beadell Investment Counsel, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2018.