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 |
---|---|---|---|---|---|---|---|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$5.93K - $6.46K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-60Closed |
$4.94K - $5.38K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44Closed |
$3.63K - $3.95K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-25Closed |
$2.06K - $2.24K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Camber Capital Management LP
Boston, MA |
SELL
|
- |
-810KClosed |
$57.5M - $68.1M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-35.3KClosed |
$2.5M - $2.96M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.1KClosed |
$718K - $849K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.96KClosed |
$707K - $837K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.07KClosed |
$360K - $426K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.92KClosed |
$349K - $413K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.5KClosed |
$249K - $294K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71KClosed |
$121K - $143K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.64KClosed |
$117K - $138K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.18KClosed |
$83.9K - $99.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.04KClosed |
$73.6K - $87K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-800Closed |
$56.8K - $67.2K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-750- 89.07% |
$53.3K - $63K
|
92
$14.1K
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-249Closed |
$17.7K - $20.9K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-60- 28.3% |
$4.26K - $5.04K
|
152
$23.3K
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-56- 5.44% |
$3.98K - $4.71K
|
973
$149K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$3.91K - $4.62K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-51Closed |
$3.62K - $4.29K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$3.55K - $4.2K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-25Closed |
$1.78K - $2.1K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-20Closed |
$1.42K - $1.68K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$86.7M - $108M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-306KClosed |
$18.3M - $22.8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-110KClosed |
$6.58M - $8.2M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-57.6KClosed |
$3.44M - $4.29M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-13.4KClosed |
$799K - $996K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.2KClosed |
$609K - $759K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.78KClosed |
$525K - $654K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.89KClosed |
$412K - $514K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.75KClosed |
$284K - $354K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.89KClosed |
$232K - $290K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-3.18KClosed |
$190K - $237K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.68KClosed |
$160K - $200K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.23KClosed |
$73.3K - $91.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.08KClosed |
$64.6K - $80.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.02KClosed |
$60.9K - $76K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-826Closed |
$49.4K - $61.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-340Closed |
$20.3K - $25.3K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-300- 69.28% |
$17.9K - $22.4K
|
133
$20.4K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.9K - $22.4K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-229Closed |
$13.7K - $17.1K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-200Closed |
$12K - $14.9K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-150Closed |
$8.97K - $11.2K
|
0
$0
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-47Closed |
$2.81K - $3.5K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44Closed |
$2.63K - $3.28K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-27Closed |
$1.61K - $2.01K
|
0
$0
|