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 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 13.33% |
$1.59K - $1.89K
|
117
$22.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 43.33% |
$1.15K - $1.37K
|
17
$3.29K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-358K- 21.4% |
$31M - $33.7M
|
1.31M
$255M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-46.5K- 81.39% |
$4.02M - $4.38M
|
10.6K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10K- 14.29% |
$865K - $943K
|
60K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.7K- 77.14% |
$234K - $254K
|
800
$155K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.41KClosed |
$209K - $227K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 15.97% |
$137K - $149K
|
8.35K
$1.62M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-676Closed |
$58.5K - $63.7K
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 7.18% |
$43.3K - $47.1K
|
6.47K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-412- 0.27% |
$35.6K - $38.8K
|
149K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 8.29% |
$33.4K - $36.4K
|
4.27K
$827K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-300- 3.75% |
$26K - $28.3K
|
7.71K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-285- 10.99% |
$24.7K - $26.9K
|
2.31K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-218- 9.0% |
$18.9K - $20.5K
|
2.2K
$427K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-191- 46.81% |
$16.5K - $18K
|
217
$42.1K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$2.71K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-90- 10.11% |
$7.79K - $8.48K
|
800
$155K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 25.53% |
$6.23K - $6.79K
|
210
$40.7K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-60- 0.15% |
$5.19K - $5.66K
|
39.4K
$7.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 10.25% |
$3.89K - $4.24K
|
394
$76.4K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$10.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-53.4K- 77.93% |
$4.23M - $4.9M
|
15.1K
$2.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-14.4K- 75.26% |
$1.14M - $1.32M
|
4.74K
$919K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-13.2K- 82.46% |
$1.05M - $1.22M
|
2.82K
$546K
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-11K- 30.14% |
$872K - $1.01M
|
25.5K
$4.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-8.77K- 79.45% |
$695K - $806K
|
2.27K
$440K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.7K- 82.46% |
$373K - $432K
|
1K
$194K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-2.6K- 20.0% |
$206K - $239K
|
10.4K
$2.02M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.68K- 70.79% |
$133K - $154K
|
692
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-380- 62.81% |
$30.1K - $34.9K
|
225
$43.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-290- 11.86% |
$23K - $26.6K
|
2.16K
$418K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-224- 7.75% |
$17.8K - $20.6K
|
2.67K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-77- 5.66% |
$6.11K - $7.07K
|
1.28K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 22.81% |
$4.76K - $5.51K
|
203
$39.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 40.54% |
$1.19K - $1.38K
|
22
$4.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.13% |
$238 - $276
|
2.31K
$447K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 66.67% |
$159 - $184
|
1
$194
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-11.8K- 70.53% |
$929K - $1.01M
|
4.94K
$957K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-6K- 60.0% |
$472K - $513K
|
4K
$775K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 49.71% |
$246K - $267K
|
3.16K
$613K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.4K- 46.69% |
$189K - $205K
|
2.74K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 1.13% |
$13.3K - $14.4K
|
14.8K
$2.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-130- 56.52% |
$10.2K - $11.1K
|
100
$19.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-98- 3.08% |
$7.7K - $8.38K
|
3.09K
$598K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 33.33% |
$3.93K - $4.27K
|
100
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 5.41% |
$3.14K - $3.42K
|
700
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$2.12K - $2.31K
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.16% |
$393 - $427
|
3.03K
$588K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-204K- 17.1% |
$14.4M - $16.7M
|
990K
$192M
|
|