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 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-290- 11.86% |
$23K - $26.6K
|
2.16K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-256- 31.14% |
$20.3K - $23.5K
|
566
$78.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-224- 7.75% |
$17.8K - $20.6K
|
2.67K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-97- 52.43% |
$7.69K - $8.91K
|
88
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-77- 5.66% |
$6.11K - $7.07K
|
1.28K
$177K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 22.81% |
$4.76K - $5.51K
|
203
$28K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 40.54% |
$1.19K - $1.38K
|
22
$3.03K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7- 0.18% |
$555 - $643
|
3.96K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.13% |
$238 - $276
|
2.31K
$318K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 66.67% |
$159 - $184
|
1
$138
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-11.8K- 70.53% |
$929K - $1.01M
|
4.94K
$681K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-11.6K- 8.32% |
$912K - $991K
|
128K
$17.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-6K- 60.0% |
$472K - $513K
|
4K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 49.71% |
$246K - $267K
|
3.16K
$436K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.7K- 20.15% |
$212K - $231K
|
10.7K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.4K- 46.69% |
$189K - $205K
|
2.74K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-648- 99.85% |
$50.9K - $55.4K
|
1
$138
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 1.13% |
$13.3K - $14.4K
|
14.8K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-130- 56.52% |
$10.2K - $11.1K
|
100
$13.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-98- 3.08% |
$7.7K - $8.38K
|
3.09K
$425K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 33.33% |
$3.93K - $4.27K
|
100
$13.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 5.41% |
$3.14K - $3.42K
|
700
$96.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 3.13% |
$2.36K - $2.56K
|
929
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$2.12K - $2.31K
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.16% |
$393 - $427
|
3.03K
$418K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-204K- 17.1% |
$14.4M - $16.7M
|
990K
$136M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.98K- 56.18% |
$562K - $654K
|
6.23K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.16K- 22.37% |
$152K - $177K
|
7.51K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-836- 5.0% |
$58.8K - $68.5K
|
15.9K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-697- 2.97% |
$49.1K - $57.1K
|
22.8K
$3.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-100- 20.53% |
$7.04K - $8.2K
|
387
$53.4K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-65- 86.67% |
$4.57K - $5.33K
|
10
$1.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.06% |
$1.83K - $2.13K
|
40.1K
$5.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.19% |
$1.06K - $1.23K
|
8.09K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 6.58% |
$704 - $820
|
142
$19.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-34.2K- 57.46% |
$2.25M - $2.67M
|
25.3K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-18.3K- 79.29% |
$1.2M - $1.43M
|
4.78K
$660K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-17.7KClosed |
$1.16M - $1.38M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.23K- 42.61% |
$476K - $565K
|
9.74K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.07K- 49.17% |
$399K - $474K
|
6.28K
$866K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.66KClosed |
$372K - $441K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.04K- 45.36% |
$68.5K - $81.3K
|
1.26K
$173K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-459- 10.85% |
$30.2K - $35.8K
|
3.77K
$520K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 16.6% |
$13.2K - $15.6K
|
1.01K
$139K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-175- 87.06% |
$11.5K - $13.7K
|
26
$3.59K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-131- 90.97% |
$8.61K - $10.2K
|
13
$1.79K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.4K
|
1
$138
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.49M- 81.67% |
$85.3M - $106M
|
334K
$46M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-31.9K- 82.25% |
$1.83M - $2.29M
|
6.9K
$951K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-7.87K- 8.7% |
$452K - $564K
|
82.6K
$11.4M
|
|