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 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-14Closed |
$522 - $863
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-366KClosed |
$12.2M - $32.9M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-172KClosed |
$5.7M - $15.4M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-149KClosed |
$4.96M - $13.4M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-26.7KClosed |
$888K - $2.4M
|
0
$0
|
|
|
Oct 13, 2021
Q1 2020
|
Hixon Zuercher, LLC
|
SELL
|
- |
-24.9KClosed |
$826K - $2.23M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20.7KClosed |
$688K - $1.86M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-20.2KClosed |
$671K - $1.82M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-15.2KClosed |
$504K - $1.36M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Northeast Investment Management
|
SELL
|
- |
-13.2KClosed |
$438K - $1.18M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Sciencast Management LP
|
SELL
|
- |
-11KClosed |
$365K - $988K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-9.3K- 63.27% |
$309K - $836K
|
5.4K
$829K
|
|
|
Apr 10, 2020
Q1 2020
|
Robeco Schweiz Ag
|
SELL
|
- |
-8.9KClosed |
$296K - $800K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
SELL
|
- |
-7.34KClosed |
$244K - $660K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.84KClosed |
$227K - $614K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.76KClosed |
$191K - $517K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.67KClosed |
$155K - $419K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.44KClosed |
$147K - $399K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.31KClosed |
$143K - $387K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.27KClosed |
$142K - $384K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.1KClosed |
$136K - $368K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Campbell Wealth Management
|
SELL
|
- |
-4.07KClosed |
$135K - $365K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4KClosed |
$133K - $359K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.86KClosed |
$128K - $346K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.68KClosed |
$122K - $331K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-3.62KClosed |
$120K - $325K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$120K - $325K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$118K - $320K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.56KClosed |
$118K - $320K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-3.53KClosed |
$117K - $317K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.48KClosed |
$116K - $313K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.44KClosed |
$114K - $309K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.37KClosed |
$112K - $303K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.35KClosed |
$111K - $301K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.28KClosed |
$109K - $294K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.98KClosed |
$98.9K - $267K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ballast, Inc.
|
SELL
|
- |
-2.89KClosed |
$95.8K - $259K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.84KClosed |
$94.2K - $255K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Btr Capital Management Inc
|
SELL
|
- |
-2.73KClosed |
$90.7K - $245K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.67KClosed |
$88.6K - $240K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Accredited Investors Inc.
|
SELL
|
- |
-2.66KClosed |
$88.5K - $239K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-2.64KClosed |
$87.7K - $237K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.6KClosed |
$86.4K - $234K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-2.58KClosed |
$85.8K - $232K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.49KClosed |
$82.7K - $224K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.37KClosed |
$78.6K - $212K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.82KClosed |
$60.6K - $164K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14KClosed |
$37.7K - $102K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.13KClosed |
$37.5K - $102K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-984Closed |
$32.7K - $88.4K
|
0
$0
|
|