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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.33K- 8.03% |
$165K - $209K
|
15.3K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.33K- 29.84% |
$165K - $209K
|
3.13K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 7.41% |
$162K - $205K
|
16.3K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 2.27% |
$157K - $199K
|
54.4K
$8.26M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.25K- 5.28% |
$155K - $196K
|
22.4K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 65.05% |
$153K - $193K
|
662
$100K
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.21K- 0.36% |
$150K - $190K
|
331K
$50.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$145K - $184K
|
43K
$6.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 15.85% |
$143K - $181K
|
6.11K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 8.62% |
$140K - $177K
|
12K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.11K- 31.64% |
$137K - $174K
|
2.39K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 10.39% |
$137K - $173K
|
9.51K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 9.82% |
$137K - $173K
|
10.1K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 5.66% |
$134K - $170K
|
18.1K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.08K- 0.86% |
$134K - $169K
|
124K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.08K- 3.87% |
$133K - $169K
|
26.7K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 2.62% |
$131K - $166K
|
39.4K
$5.97M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 5.82% |
$127K - $161K
|
16.6K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-974- 23.99% |
$121K - $153K
|
3.09K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-970- 12.77% |
$120K - $152K
|
6.63K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-950- 9.23% |
$118K - $149K
|
9.35K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-915- 6.21% |
$114K - $144K
|
13.8K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-895- 21.86% |
$111K - $140K
|
3.2K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-887- 8.92% |
$110K - $139K
|
9.06K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-880- 8.58% |
$109K - $138K
|
9.38K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-880- 37.34% |
$109K - $138K
|
1.48K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-830- 39.15% |
$103K - $130K
|
1.29K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-828- 61.84% |
$103K - $130K
|
511
$77.5K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-803- 3.01% |
$99.6K - $126K
|
25.8K
$3.92M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-801- 10.24% |
$99.4K - $126K
|
7.02K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-800- 2.79% |
$99.2K - $125K
|
27.9K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 11.81% |
$93K - $118K
|
5.6K
$850K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-750- 3.0% |
$93K - $118K
|
24.2K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-737- 1.35% |
$91.4K - $116K
|
54K
$8.19M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-735- 1.31% |
$91.2K - $115K
|
55.5K
$8.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-728- 11.36% |
$90.3K - $114K
|
5.68K
$862K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-709- 7.22% |
$88K - $111K
|
9.12K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-694- 29.12% |
$86.1K - $109K
|
1.69K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-680- 0.31% |
$84.4K - $107K
|
219K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-675- 8.48% |
$83.7K - $106K
|
7.29K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-658- 17.6% |
$81.6K - $103K
|
3.08K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-655- 2.51% |
$81.3K - $103K
|
25.5K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-650- 2.69% |
$80.6K - $102K
|
23.6K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-621- 3.62% |
$77K - $97.4K
|
16.5K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-595- 2.11% |
$73.8K - $93.3K
|
27.6K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-584- 2.36% |
$72.4K - $91.6K
|
24.2K
$3.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-552- 78.97% |
$68.5K - $86.6K
|
147
$22.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-536- 22.98% |
$66.5K - $84.1K
|
1.8K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-529- 22.79% |
$65.6K - $83K
|
1.79K
$272K
|