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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 16.6% |
$13.2K - $15.6K
|
1.01K
$153K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-175- 87.06% |
$11.5K - $13.7K
|
26
$3.96K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-131- 90.97% |
$8.61K - $10.2K
|
13
$1.98K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.4K
|
1
$152
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.49M- 81.67% |
$85.3M - $106M
|
334K
$50.8M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-31.9K- 82.25% |
$1.83M - $2.29M
|
6.9K
$1.05M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-7.87K- 8.7% |
$452K - $564K
|
82.6K
$12.6M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-5.45K- 20.74% |
$312K - $390K
|
20.8K
$3.17M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 23.19% |
$91.7K - $114K
|
5.3K
$806K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.49K- 16.34% |
$85.2K - $106K
|
7.6K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 6.39% |
$70.9K - $88.5K
|
18.1K
$2.76M
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.22K- 9.85% |
$70K - $87.3K
|
11.2K
$1.7M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-510- 14.28% |
$29.3K - $36.5K
|
3.06K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-155- 2.93% |
$8.89K - $11.1K
|
5.14K
$783K
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-79- 48.77% |
$4.53K - $5.65K
|
83
$12.6K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-50- 1.12% |
$2.87K - $3.58K
|
4.4K
$669K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-38- 0.19% |
$2.18K - $2.72K
|
19.9K
$3.03M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 10.98% |
$2.12K - $2.65K
|
300
$45.7K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 12.76% |
$1.43K - $1.79K
|
171
$26K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13- 25.49% |
$746 - $931
|
38
$5.79K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-162K- 79.57% |
$10.2M - $14M
|
41.5K
$6.32M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
PUT |
-110K- 75.24% |
$6.97M - $9.5M
|
36.2K
$5.51M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.98K- 69.39% |
$632K - $862K
|
4.4K
$670K
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.57KClosed |
$416K - $567K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.44K- 3.24% |
$154K - $210K
|
72.7K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-931- 65.33% |
$59K - $80.4K
|
494
$75.2K
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-850- 0.63% |
$53.8K - $73.4K
|
135K
$20.5M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-686- 13.68% |
$43.4K - $59.2K
|
4.33K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-424Closed |
$26.9K - $36.6K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-400- 44.44% |
$25.3K - $34.5K
|
500
$76.1K
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.26% |
$9.5K - $13K
|
57.9K
$8.82M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-93- 8.15% |
$5.89K - $8.03K
|
1.05K
$160K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.28MClosed |
$99.5M - $126M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-315K- 31.03% |
$24.4M - $30.8M
|
700K
$107M
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-136KClosed |
$10.5M - $13.3M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-82.6KClosed |
$6.4M - $8.08M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-62.6KClosed |
$4.85M - $6.12M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-23KClosed |
$1.78M - $2.25M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-20K- 13.35% |
$1.55M - $1.96M
|
130K
$19.8M
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18.5KClosed |
$1.44M - $1.81M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$1.08M - $1.36M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$953K - $1.2M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-7.4KClosed |
$573K - $724K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.9KClosed |
$534K - $675K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-5.65KClosed |
$437K - $552K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.11KClosed |
$396K - $500K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$364K - $459K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.09KClosed |
$317K - $400K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.78KClosed |
$292K - $369K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.33KClosed |
$258K - $325K
|
0
$0
|