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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-19.8K- 8.89% |
$2.7M - $3.07M
|
203K
$32.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-17.9K- 44.99% |
$2.44M - $2.77M
|
21.8K
$3.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-10.8K- 37.55% |
$1.47M - $1.67M
|
17.9K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10.7K- 4.43% |
$1.46M - $1.66M
|
230K
$36.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-999- 19.25% |
$136K - $155K
|
4.19K
$662K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-839- 12.05% |
$115K - $130K
|
6.12K
$968K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-781- 5.65% |
$107K - $121K
|
13K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-685- 33.53% |
$93.5K - $106K
|
1.36K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-661- 1.22% |
$90.2K - $103K
|
53.3K
$8.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-620- 14.3% |
$84.6K - $96.2K
|
3.72K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-618- 2.22% |
$84.4K - $95.9K
|
27.3K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-475- 0.81% |
$64.8K - $73.7K
|
58.2K
$9.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-390- 13.12% |
$53.2K - $60.5K
|
2.58K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-389- 1.81% |
$53.1K - $60.4K
|
21.1K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-364- 8.51% |
$49.7K - $56.5K
|
3.91K
$618K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-356- 13.99% |
$48.6K - $55.3K
|
2.19K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-280- 1.0% |
$38.2K - $43.5K
|
27.6K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-256- 0.71% |
$34.9K - $39.7K
|
35.9K
$5.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-237- 11.98% |
$32.3K - $36.8K
|
1.74K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-229- 13.15% |
$31.3K - $35.5K
|
1.51K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-216- 9.6% |
$29.5K - $33.5K
|
2.03K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 23.37% |
$27.4K - $31.2K
|
659
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-183- 3.43% |
$25K - $28.4K
|
5.15K
$813K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-160- 1.68% |
$21.8K - $24.8K
|
9.36K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-142- 8.83% |
$19.4K - $22K
|
1.47K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131- 8.88% |
$17.9K - $20.3K
|
1.35K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 7.74% |
$8.6K - $9.78K
|
751
$119K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 0.47% |
$8.6K - $9.78K
|
13.2K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-48- 25.13% |
$6.55K - $7.45K
|
143
$22.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-38- 1.14% |
$5.19K - $5.9K
|
3.3K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-30- 5.01% |
$4.09K - $4.66K
|
569
$89.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-28- 1.8% |
$3.82K - $4.35K
|
1.52K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 9.41% |
$3.28K - $3.73K
|
231
$36.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 5.25% |
$2.73K - $3.1K
|
361
$57.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.63% |
$1.64K - $1.86K
|
724
$114K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 4.89% |
$1.23K - $1.4K
|
175
$27.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.39% |
$819 - $931
|
1.55K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 1.68% |
$682 - $776
|
292
$46.2K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.9M- 6.01% |
$733M - $926M
|
92.4M
$14.6B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.39M- 23.59% |
$297M - $375M
|
7.75M
$1.22B
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2.09M- 5.52% |
$259M - $328M
|
35.8M
$5.66B
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.47M- 44.24% |
$183M - $231M
|
1.86M
$294M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.13M- 92.1% |
$140M - $177M
|
96.7K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-862K- 14.95% |
$107M - $135M
|
4.91M
$776M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-798K- 12.79% |
$99M - $125M
|
5.44M
$860M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-784K- 76.98% |
$97.2M - $123M
|
234K
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-572K- 43.41% |
$70.9M - $89.7M
|
745K
$118M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-530K- 43.89% |
$65.7M - $83.1M
|
677K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-449K- 77.17% |
$55.7M - $70.4M
|
133K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-446K- 3.75% |
$55.4M - $70M
|
11.5M
$1.81B
|
|