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 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 2.57% |
$7.54K - $8.91K
|
1.9K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-48- 8.41% |
$7.23K - $8.55K
|
523
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-48- 0.15% |
$7.23K - $8.55K
|
32.4K
$6.28M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-42- 2.02% |
$6.33K - $7.48K
|
2.04K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 8.72% |
$6.18K - $7.3K
|
429
$83.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 1.4% |
$6.03K - $7.13K
|
2.82K
$547K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-38- 0.61% |
$5.73K - $6.77K
|
6.23K
$1.21M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-32- 1.67% |
$4.82K - $5.7K
|
1.88K
$365K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-32- 0.32% |
$4.82K - $5.7K
|
9.97K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 11.27% |
$4.82K - $5.7K
|
252
$48.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-31- 0.31% |
$4.67K - $5.52K
|
9.98K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-31- 0.77% |
$4.67K - $5.52K
|
3.98K
$770K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30- 0.86% |
$4.52K - $5.34K
|
3.47K
$673K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-28- 0.85% |
$4.22K - $4.99K
|
3.27K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-28- 0.93% |
$4.22K - $4.99K
|
2.98K
$577K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27- 11.64% |
$4.07K - $4.81K
|
205
$39.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-26- 0.7% |
$3.92K - $4.63K
|
3.69K
$714K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.28% |
$3.77K - $4.45K
|
1.93K
$374K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 6.98% |
$3.32K - $3.92K
|
293
$56.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-21- 0.3% |
$3.16K - $3.74K
|
7K
$1.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-21- 22.34% |
$3.16K - $3.74K
|
73
$14.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 8.85% |
$3.01K - $3.56K
|
206
$39.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 7.55% |
$3.01K - $3.56K
|
245
$47.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-18- 0.18% |
$2.71K - $3.21K
|
10.2K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-17- 0.62% |
$2.56K - $3.03K
|
2.74K
$531K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 2.67% |
$2.41K - $2.85K
|
583
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 2.23% |
$2.41K - $2.85K
|
700
$136K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-14- 0.63% |
$2.11K - $2.49K
|
2.2K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 3.2% |
$2.11K - $2.49K
|
424
$82.2K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-13- 0.51% |
$1.96K - $2.32K
|
2.51K
$487K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-13- 0.69% |
$1.96K - $2.32K
|
1.88K
$365K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.12% |
$904 - $1.07K
|
4.99K
$967K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.09% |
$754 - $891
|
5.27K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4- 0.12% |
$603 - $713
|
3.44K
$667K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-4- 2.96% |
$603 - $713
|
131
$25.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3- 4.92% |
$452 - $534
|
58
$11.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 0.91% |
$452 - $534
|
325
$63K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.28% |
$301 - $356
|
722
$140K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 15.38% |
$301 - $356
|
11
$2.13K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.58% |
$151 - $178
|
172
$33.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1- 0.01% |
$151 - $178
|
6.91K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- -0.0% |
$151 - $178
|
29.6K
$5.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1- 8.33% |
$151 - $178
|
11
$2.13K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-264K- 46.26% |
$36M - $40.9M
|
306K
$59.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-258K- 91.0% |
$35.3M - $40.1M
|
25.5K
$4.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-152K- 78.37% |
$20.8M - $23.6M
|
42K
$8.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-117K- 92.16% |
$16M - $18.2M
|
9.98K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-39.3K- 32.47% |
$5.37M - $6.11M
|
81.8K
$15.9M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-32.6K- 40.84% |
$4.45M - $5.07M
|
47.3K
$9.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-26.9K- 79.62% |
$3.67M - $4.18M
|
6.89K
$1.33M
|
|