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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.33KClosed |
$258K - $325K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.78KClosed |
$215K - $271K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-2.72K- 16.26% |
$211K - $266K
|
14K
$2.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-2.4KClosed |
$186K - $235K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.37KClosed |
$184K - $232K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.33KClosed |
$180K - $228K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.3KClosed |
$178K - $225K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.27K- 43.4% |
$176K - $222K
|
2.96K
$450K
|
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.23KClosed |
$172K - $218K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-2.18KClosed |
$169K - $213K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.15KClosed |
$167K - $211K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.94K- 36.17% |
$150K - $189K
|
3.42K
$520K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-1.71K- 36.38% |
$133K - $167K
|
2.99K
$456K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.47KClosed |
$114K - $144K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.15KClosed |
$89.3K - $113K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.04KClosed |
$80.3K - $101K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-730Closed |
$56.5K - $71.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-645Closed |
$50K - $63.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
SELL
|
- |
-600- 17.14% |
$46.5K - $58.7K
|
2.9K
$442K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-521Closed |
$40.4K - $51K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-342Closed |
$26.5K - $33.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-327- 25.71% |
$25.3K - $32K
|
945
$144K
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-210- 6.16% |
$16.3K - $20.5K
|
3.2K
$487K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-136- 3.84% |
$10.5K - $13.3K
|
3.41K
$519K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 14.08% |
$4.49K - $5.67K
|
354
$53.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
$3.87K - $4.89K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-32Closed |
$2.48K - $3.13K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-29- 9.09% |
$2.25K - $2.84K
|
290
$44.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-27Closed |
$2.09K - $2.64K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$775 - $978
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-816KClosed |
$65M - $80.2M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-520KClosed |
$41.4M - $51.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-355KClosed |
$28.3M - $34.9M
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-67.2K- 69.49% |
$5.35M - $6.61M
|
29.5K
$4.49M
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-52.6KClosed |
$4.19M - $5.17M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23.5KClosed |
$1.88M - $2.31M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$918K - $1.13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.3KClosed |
$502K - $619K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-5.5KClosed |
$438K - $541K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-4.31KClosed |
$343K - $424K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-3.85K- 50.0% |
$307K - $378K
|
3.85K
$586K
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-3.08KClosed |
$245K - $303K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.98KClosed |
$237K - $293K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.85KClosed |
$227K - $280K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.77KClosed |
$221K - $273K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.53KClosed |
$201K - $248K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.42KClosed |
$192K - $237K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.35KClosed |
$187K - $231K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$87.6K - $108K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1KClosed |
$79.7K - $98.3K
|
0
$0
|
|