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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-245- 5.62% |
$30.2K - $34.1K
|
4.12K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-241- 1.98% |
$29.7K - $33.6K
|
11.9K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-239- 3.46% |
$29.4K - $33.3K
|
6.67K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-210- 17.5% |
$25.9K - $29.3K
|
990
$146K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-209- 7.64% |
$25.7K - $29.1K
|
2.53K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-204- 19.9% |
$25.1K - $28.4K
|
821
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-200- 0.82% |
$24.6K - $27.9K
|
24.3K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-190- 0.64% |
$23.4K - $26.5K
|
29.6K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-185- 0.63% |
$22.8K - $25.8K
|
29.2K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-183- 1.26% |
$22.5K - $25.5K
|
14.3K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 3.92% |
$21.7K - $24.5K
|
4.32K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 5.79% |
$21.5K - $24.4K
|
2.85K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-166- 3.23% |
$20.4K - $23.1K
|
4.98K
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-165- 8.1% |
$20.3K - $23K
|
1.87K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-158- 0.94% |
$19.5K - $22K
|
16.6K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-150- 6.0% |
$18.5K - $20.9K
|
2.35K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-129- 2.98% |
$15.9K - $18K
|
4.2K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-126- 2.78% |
$15.5K - $17.6K
|
4.41K
$649K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-124- 3.07% |
$15.3K - $17.3K
|
3.92K
$577K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-118- 2.54% |
$14.5K - $16.4K
|
4.52K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-118- 5.65% |
$14.5K - $16.4K
|
1.97K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-117- 5.28% |
$14.4K - $16.3K
|
2.1K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-117- 4.73% |
$14.4K - $16.3K
|
2.36K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-113- 3.5% |
$13.9K - $15.7K
|
3.11K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-108- 0.03% |
$13.3K - $15K
|
313K
$46.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-107- 5.87% |
$13.2K - $14.9K
|
1.72K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-107- 5.08% |
$13.2K - $14.9K
|
2K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-104- 0.54% |
$12.8K - $14.5K
|
19.2K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-102- 3.91% |
$12.6K - $14.2K
|
2.51K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 4.5% |
$12.3K - $13.9K
|
2.12K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 3.5% |
$12.3K - $13.9K
|
2.76K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-98- 5.6% |
$12.1K - $13.7K
|
1.65K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 1.66% |
$11.9K - $13.5K
|
5.76K
$849K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-95- 0.12% |
$11.7K - $13.2K
|
82.3K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-92- 4.63% |
$11.3K - $12.8K
|
1.89K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-89- 0.44% |
$11K - $12.4K
|
20.3K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 1.92% |
$10.8K - $12.3K
|
4.5K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-86- 0.98% |
$10.6K - $12K
|
8.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-69- 2.59% |
$8.49K - $9.61K
|
2.59K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-69- 3.44% |
$8.49K - $9.61K
|
1.94K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 1.05% |
$8.37K - $9.47K
|
6.42K
$945K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-59- 10.42% |
$7.26K - $8.22K
|
507
$74.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 9.63% |
$7.14K - $8.08K
|
544
$80.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.2% |
$7.02K - $7.94K
|
27.8K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-55- 3.66% |
$6.77K - $7.66K
|
1.45K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-54- 1.99% |
$6.65K - $7.52K
|
2.66K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-53- 1.17% |
$6.52K - $7.38K
|
4.48K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-53- 1.23% |
$6.52K - $7.38K
|
4.24K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-51- 0.07% |
$6.28K - $7.1K
|
73.4K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.34% |
$6.16K - $6.97K
|
14.5K
$2.14M
|