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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-27K- 9.39% |
$4.47M - $5.23M
|
260K
$50.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24.3K- 9.6% |
$4.04M - $4.72M
|
229K
$44.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-4.13K- 0.24% |
$686K - $801K
|
1.72M
$333M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.08K- 29.48% |
$676K - $790K
|
9.75K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 42.96% |
$488K - $570K
|
3.9K
$756K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.63K- 13.95% |
$437K - $510K
|
16.2K
$3.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-2.45K- 5.25% |
$407K - $475K
|
44.3K
$8.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.2K- 10.66% |
$365K - $426K
|
18.4K
$3.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-2.06K- 16.18% |
$342K - $399K
|
10.7K
$2.07M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-1.98K- 5.94% |
$328K - $383K
|
31.3K
$6.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.27K- 5.23% |
$211K - $247K
|
23.1K
$4.47M
|
|
|
Jan 09, 2026
Q4 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-938- 6.25% |
$156K - $182K
|
14.1K
$2.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-857- 17.25% |
$142K - $166K
|
4.11K
$797K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-803- 21.49% |
$133K - $156K
|
2.93K
$568K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-800- 8.35% |
$133K - $155K
|
8.79K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-738- 14.0% |
$122K - $143K
|
4.53K
$879K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-728- 51.63% |
$121K - $141K
|
682
$132K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-637- 32.94% |
$106K - $123K
|
1.3K
$251K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-609- 11.19% |
$101K - $118K
|
4.83K
$937K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-475- 28.04% |
$78.8K - $92.1K
|
1.22K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-415- 24.18% |
$68.9K - $80.4K
|
1.3K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-390- 22.31% |
$64.7K - $75.6K
|
1.36K
$263K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-296- 14.79% |
$49.1K - $57.4K
|
1.71K
$331K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-279- 18.43% |
$46.3K - $54.1K
|
1.24K
$239K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-259- 5.23% |
$43K - $50.2K
|
4.69K
$910K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-255- 4.51% |
$42.3K - $49.4K
|
5.39K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-229- 4.08% |
$38K - $44.4K
|
5.39K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-205- 2.64% |
$34K - $39.7K
|
7.56K
$1.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 14.29% |
$33.2K - $38.8K
|
1.2K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-155- 4.49% |
$25.7K - $30K
|
3.29K
$638K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-149- 7.86% |
$24.7K - $28.9K
|
1.75K
$339K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-148- 0.42% |
$24.6K - $28.7K
|
35.5K
$6.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-143- 7.75% |
$23.7K - $27.7K
|
1.7K
$330K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-129- 4.02% |
$21.4K - $25K
|
3.08K
$597K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-110- 29.49% |
$18.3K - $21.3K
|
263
$51K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-100- 50.0% |
$16.6K - $19.4K
|
100
$19.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-84- 1.03% |
$13.9K - $16.3K
|
8.1K
$1.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-82- 2.32% |
$13.6K - $15.9K
|
3.45K
$668K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-68- 5.84% |
$11.3K - $13.2K
|
1.1K
$213K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-47- 0.28% |
$7.8K - $9.11K
|
16.8K
$3.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-46- 4.76% |
$7.63K - $8.92K
|
921
$179K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-46- 2.68% |
$7.63K - $8.92K
|
1.67K
$324K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-30- 0.62% |
$4.98K - $5.81K
|
4.8K
$929K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-28- 0.27% |
$4.65K - $5.43K
|
10.2K
$1.97M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-25- 2.08% |
$4.15K - $4.85K
|
1.18K
$228K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-15- 1.33% |
$2.49K - $2.91K
|
1.11K
$216K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3- 0.02% |
$498 - $581
|
13.7K
$2.66M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-9.67M- 99.78% |
$1.46B - $1.72B
|
21.1K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.61M- 4.56% |
$242M - $286M
|
33.6M
$6.51B
|
|
|
Nov 14, 2025
Q3 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-882K- 17.34% |
$133M - $157M
|
4.2M
$815M
|
|