Latest Institutional Sells of Welltower Inc. (WELL)
This list provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-8- 0.54% |
$1.09K - $1.24K
|
1.49K
$288K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 1.46% |
$819 - $931
|
405
$78.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 1.68% |
$682 - $776
|
292
$56.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-4- 0.14% |
$546 - $621
|
2.91K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.29% |
$546 - $621
|
1.38K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-4- 0.24% |
$546 - $621
|
1.66K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-3- 15.79% |
$409 - $466
|
16
$3.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 6.45% |
$273 - $310
|
29
$5.62K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-122K- 98.6% |
$15.1M - $19.2M
|
1.74K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-18K- 98.36% |
$2.23M - $2.82M
|
300
$58.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-15K- 27.27% |
$1.86M - $2.35M
|
40K
$7.75M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-8.03K- 91.1% |
$996K - $1.26M
|
785
$152K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.28K- 12.99% |
$904K - $1.14M
|
48.8K
$9.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-6.3K- 86.3% |
$782K - $988K
|
1K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.44K- 26.16% |
$427K - $540K
|
9.72K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.3K- 14.04% |
$409K - $517K
|
20.2K
$3.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.24K- 49.02% |
$402K - $508K
|
3.37K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2K- 12.05% |
$248K - $314K
|
14.6K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.88K- 50.51% |
$233K - $294K
|
1.84K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.33K- 8.03% |
$165K - $209K
|
15.3K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 5.82% |
$127K - $161K
|
16.6K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 11.81% |
$93K - $118K
|
5.6K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-728- 11.36% |
$90.3K - $114K
|
5.68K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-584- 2.36% |
$72.4K - $91.6K
|
24.2K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-529- 22.79% |
$65.6K - $83K
|
1.79K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 13.8% |
$62K - $78.4K
|
3.12K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-456- 25.47% |
$56.6K - $71.5K
|
1.33K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 3.45% |
$37.2K - $47.1K
|
8.4K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-156- 97.5% |
$19.4K - $24.5K
|
4
$775
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-154- 75.12% |
$19.1K - $24.2K
|
51
$9.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-142- 6.42% |
$17.6K - $22.3K
|
2.07K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-120- 1.17% |
$14.9K - $18.8K
|
10.2K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-99- 1.14% |
$12.3K - $15.5K
|
8.58K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.71% |
$11K - $14K
|
1.8K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.59% |
$9.18K - $11.6K
|
4.58K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-50- 1.81% |
$6.2K - $7.84K
|
2.71K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.82% |
$6.2K - $7.84K
|
6.03K
$1.17M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-46- 50.0% |
$5.71K - $7.22K
|
46
$8.92K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.51% |
$4.59K - $5.8K
|
2.42K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 1.13% |
$3.1K - $3.92K
|
2.19K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 19.05% |
$2.98K - $3.76K
|
102
$19.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 50.0% |
$1.74K - $2.2K
|
14
$2.71K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3- 0.2% |
$372 - $471
|
1.52K
$294K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-51.9KClosed |
$6.38M - $7.22M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.7K- 0.97% |
$5.75M - $6.5M
|
4.79M
$929M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-29.6K- 29.16% |
$3.65M - $4.13M
|
72K
$13.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-11K- 17.25% |
$1.35M - $1.53M
|
52.8K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-8K- 24.24% |
$985K - $1.11M
|
25K
$4.85M
|
|