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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
Apr 28, 2020
Q1 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-405Closed |
$13.5K - $36.4K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-225Closed |
$7.47K - $20.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-202Closed |
$6.71K - $18.1K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-152Closed |
$5.05K - $13.7K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-79Closed |
$2.62K - $7.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-63Closed |
$2.09K - $5.66K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50Closed |
$1.66K - $4.49K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-48Closed |
$1.59K - $4.31K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14.2KClosed |
$1.1M - $1.31M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-13.4KClosed |
$1.04M - $1.24M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10.1KClosed |
$781K - $930K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-5.45KClosed |
$422K - $502K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.33KClosed |
$335K - $399K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.84KClosed |
$297K - $354K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-2.57KClosed |
$199K - $237K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.41KClosed |
$187K - $222K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.39KClosed |
$185K - $220K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.35KClosed |
$182K - $217K
|
0
$0
|
|
|
Feb 24, 2020
Q4 2019
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.28KClosed |
$176K - $210K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.24KClosed |
$173K - $206K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.9KClosed |
$147K - $175K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.58KClosed |
$123K - $146K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-299Closed |
$23.1K - $27.6K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-95Closed |
$7.35K - $8.76K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-65Closed |
$5.03K - $5.99K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50Closed |
$3.87K - $4.61K
|
0
$0
|
|