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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-120- 37.5% |
$5.9K - $7.33K
|
200
$30.7K
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-43Closed |
$2.12K - $2.63K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-24Closed |
$1.18K - $1.47K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3Closed |
$148 - $183
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 22, 2020
Q2 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-101KClosed |
$3.76M - $6.22M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-88KClosed |
$3.28M - $5.43M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-82.4KClosed |
$3.07M - $5.08M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-70.4KClosed |
$2.62M - $4.34M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-69.5KClosed |
$2.59M - $4.28M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-44.7KClosed |
$1.67M - $2.76M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Fulton Bank, N.A.
|
SELL
|
- |
-25.4KClosed |
$948K - $1.57M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bell Bank
|
SELL
|
- |
-25.1KClosed |
$934K - $1.55M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Keeler T Homas Management LLC
|
SELL
|
- |
-24.5KClosed |
$914K - $1.51M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-21.2K- 74.65% |
$790K - $1.31M
|
7.2K
$1.11M
|
|
|
Jul 14, 2020
Q2 2020
|
Keudell
|
SELL
|
- |
-16.7KClosed |
$622K - $1.03M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-16.1KClosed |
$598K - $990K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.6KClosed |
$580K - $959K
|
0
$0
|
|
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-14.2KClosed |
$529K - $876K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$505K - $836K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13.5KClosed |
$504K - $834K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.9KClosed |
$444K - $735K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-11.1KClosed |
$412K - $681K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-11KClosed |
$411K - $680K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
SELL
|
- |
-9.02KClosed |
$336K - $556K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.9KClosed |
$294K - $487K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.89KClosed |
$257K - $425K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-6.7KClosed |
$250K - $413K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.2KClosed |
$231K - $382K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.1KClosed |
$190K - $314K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.01KClosed |
$186K - $309K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.53KClosed |
$169K - $279K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.44KClosed |
$165K - $274K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.07KClosed |
$152K - $251K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.6KClosed |
$134K - $222K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Thomasville National Bank
|
SELL
|
- |
-2.92KClosed |
$109K - $180K
|
0
$0
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.83KClosed |
$106K - $175K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.64K- 33.63% |
$98.5K - $163K
|
5.22K
$801K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.61KClosed |
$59.8K - $98.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.27KClosed |
$47.3K - $78.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-780Closed |
$29.1K - $48.1K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-650Closed |
$24.2K - $40.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-600Closed |
$22.4K - $37K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-416Closed |
$15.5K - $25.6K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-224Closed |
$8.35K - $13.8K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-182Closed |
$6.78K - $11.2K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-177Closed |
$6.6K - $10.9K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-150Closed |
$5.59K - $9.25K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-112Closed |
$4.17K - $6.9K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-111Closed |
$4.14K - $6.84K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50Closed |
$1.86K - $3.08K
|
0
$0
|
|