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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.85KClosed |
$147K - $161K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.69KClosed |
$134K - $147K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-200- 3.26% |
$15.9K - $17.4K
|
5.93K
$628K
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 15.37% |
$15.9K - $17.4K
|
1.1K
$117K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-153Closed |
$12.1K - $13.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-100Closed |
$7.94K - $8.71K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-89Closed |
$7.06K - $7.75K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-80Closed |
$6.35K - $6.97K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.97K - $4.35K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-33Closed |
$2.62K - $2.87K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-16Closed |
$1.27K - $1.39K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6Closed |
$476 - $522
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-337KClosed |
$27.7M - $30.2M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Veritas Asset Management LLP
|
SELL
|
- |
-105KClosed |
$8.61M - $9.37M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hill Winds Capital LP
|
SELL
|
- |
-78KClosed |
$6.43M - $7M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20KClosed |
$1.65M - $1.79M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-14.8KClosed |
$1.22M - $1.33M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-11.5KClosed |
$949K - $1.03M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-10.7KClosed |
$880K - $958K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-9KClosed |
$742K - $807K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8.06KClosed |
$664K - $722K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-6.99KClosed |
$576K - $627K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-6.47KClosed |
$533K - $580K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-6.04KClosed |
$498K - $541K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-3.8KClosed |
$313K - $340K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.64KClosed |
$300K - $326K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.55KClosed |
$292K - $318K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.48KClosed |
$287K - $312K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.7KClosed |
$222K - $242K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$215K - $234K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-2.46KClosed |
$203K - $221K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.76KClosed |
$145K - $158K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-925Closed |
$76.2K - $83K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-665Closed |
$54.8K - $59.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-541Closed |
$44.6K - $48.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-505Closed |
$41.6K - $45.3K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 18.69% |
$41.2K - $44.8K
|
2.18K
$230K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-430Closed |
$35.4K - $38.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250Closed |
$20.6K - $22.4K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-250Closed |
$20.6K - $22.4K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-90Closed |
$7.42K - $8.07K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$5.93K - $6.46K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-60Closed |
$4.94K - $5.38K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44Closed |
$3.63K - $3.95K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-25Closed |
$2.06K - $2.24K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Camber Capital Management LP
Boston, MA |
SELL
|
- |
-810KClosed |
$57.5M - $68.1M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-35.3KClosed |
$2.5M - $2.96M
|
0
$0
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 98.6% |
$1.08M - $1.28M
|
216
$22.9K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.1KClosed |
$718K - $849K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.96KClosed |
$707K - $837K
|
0
$0
|