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 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-250Closed |
$20.4K - $23.1K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-129Closed |
$10.5K - $11.9K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-76- 17.92% |
$6.21K - $7.03K
|
348
$53.4K
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-18- 16.36% |
$1.47K - $1.66K
|
92
$14.1K
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-29KClosed |
$2.08M - $2.45M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Brr Op Co, LLC
|
SELL
|
- |
-16.9KClosed |
$1.21M - $1.43M
|
0
$0
|
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-13.7KClosed |
$985K - $1.16M
|
0
$0
|
|
Aug 19, 2019
Q2 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.25KClosed |
$520K - $613K
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-7KClosed |
$502K - $592K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4KClosed |
$287K - $339K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Suncoast Equity Management
|
SELL
|
- |
-3.55KClosed |
$254K - $300K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.92KClosed |
$210K - $247K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.69KClosed |
$193K - $228K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.08KClosed |
$77.6K - $91.5K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-900Closed |
$64.6K - $76.2K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-879Closed |
$63.1K - $74.4K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-825Closed |
$59.2K - $69.8K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-800Closed |
$57.4K - $67.7K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-390Closed |
$28K - $33K
|
0
$0
|
|
Jul 11, 2019
Q2 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-316Closed |
$22.7K - $26.7K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Field & Main Bank
|
SELL
|
- |
-250Closed |
$17.9K - $21.2K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-235Closed |
$16.9K - $19.9K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-136Closed |
$9.76K - $11.5K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-130Closed |
$9.33K - $11K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-91Closed |
$6.53K - $7.7K
|
0
$0
|
|
May 19, 2020
Q2 2019
|
Archer Investment Corp
|
SELL
|
- |
-75Closed |
$5.38K - $6.35K
|
0
$0
|
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-68Closed |
$4.88K - $5.75K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-59Closed |
$4.23K - $4.99K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-27Closed |
$1.94K - $2.29K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-83.7KClosed |
$5.63M - $6.59M
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Martin Capital Partners, LLC
|
SELL
|
- |
-40.4KClosed |
$2.72M - $3.18M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-21.6KClosed |
$1.45M - $1.7M
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20KClosed |
$1.35M - $1.57M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.97KClosed |
$671K - $785K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8.15KClosed |
$549K - $642K
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-7.24KClosed |
$487K - $570K
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3KClosed |
$202K - $236K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.66KClosed |
$112K - $131K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-950Closed |
$63.9K - $74.8K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-925Closed |
$62.2K - $72.8K
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-210Closed |
$14.1K - $16.5K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-55Closed |
$3.7K - $4.33K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-175KClosed |
$10.8M - $13.1M
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-139KClosed |
$8.54M - $10.4M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.88KClosed |
$485K - $589K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-5.16KClosed |
$318K - $385K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.49KClosed |
$276K - $335K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Beacon Financial Group
|
SELL
|
- |
-4.43KClosed |
$273K - $331K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.26KClosed |
$262K - $318K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.74KClosed |
$230K - $280K
|
0
$0
|