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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-716- 66.98% |
$61.9K - $67.5K
|
353
$36.8K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-700- 18.82% |
$60.6K - $66K
|
3.02K
$315K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-700- 63.64% |
$60.6K - $66K
|
400
$41.7K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-686- 21.27% |
$59.3K - $64.7K
|
2.54K
$265K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-677- 1.19% |
$58.6K - $63.8K
|
56.2K
$5.85M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-603- 19.8% |
$52.2K - $56.8K
|
2.44K
$255K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-601- 0.98% |
$52K - $56.6K
|
61K
$6.36M
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-600- 4.62% |
$51.9K - $56.6K
|
12.4K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-566- 14.13% |
$49K - $53.3K
|
3.44K
$359K
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-528- 1.16% |
$45.7K - $49.8K
|
44.9K
$4.68M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-509- 14.6% |
$44K - $48K
|
2.98K
$310K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-504- 15.2% |
$43.6K - $47.5K
|
2.81K
$293K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-502- 0.52% |
$43.4K - $47.3K
|
96.1K
$10M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 7.18% |
$43.3K - $47.1K
|
6.47K
$674K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-490- 1.32% |
$42.4K - $46.2K
|
36.7K
$3.83M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-486- 3.52% |
$42K - $45.8K
|
13.3K
$1.39M
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-486- 7.97% |
$42K - $45.8K
|
5.61K
$585K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-470- 94.0% |
$40.7K - $44.3K
|
30
$3.13K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-456- 14.19% |
$39.4K - $43K
|
2.76K
$287K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-433- 8.39% |
$37.5K - $40.8K
|
4.73K
$493K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-425- 3.9% |
$36.8K - $40.1K
|
10.5K
$1.09M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-424- 5.52% |
$36.7K - $40K
|
7.26K
$757K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-420- 23.8% |
$36.3K - $39.6K
|
1.35K
$140K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-412- 0.27% |
$35.6K - $38.8K
|
149K
$15.6M
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-402- 1.49% |
$34.8K - $37.9K
|
26.5K
$2.76M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-400- 8.89% |
$34.6K - $37.7K
|
4.1K
$427K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 6.43% |
$34.6K - $37.7K
|
5.83K
$607K
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 8.29% |
$33.4K - $36.4K
|
4.27K
$445K
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-380- 0.73% |
$32.9K - $35.8K
|
51.8K
$5.4M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-379- 4.83% |
$32.8K - $35.7K
|
7.47K
$778K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-377- 8.31% |
$32.6K - $35.5K
|
4.16K
$434K
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-365- 3.02% |
$31.6K - $34.4K
|
11.7K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-361- 90.7% |
$31.2K - $34K
|
37
$3.86K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-350- 4.62% |
$30.3K - $33K
|
7.23K
$753K
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-349- 4.42% |
$30.2K - $32.9K
|
7.54K
$786K
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-335- 7.29% |
$29K - $31.6K
|
4.26K
$444K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-309- 10.68% |
$26.7K - $29.1K
|
2.59K
$269K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-303- 4.29% |
$26.2K - $28.6K
|
6.75K
$704K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-303- 1.44% |
$26.2K - $28.6K
|
20.7K
$2.16M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-300- 3.75% |
$26K - $28.3K
|
7.71K
$803K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-299- 1.11% |
$25.9K - $28.2K
|
26.7K
$2.78M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-292- 0.79% |
$25.3K - $27.5K
|
36.5K
$3.81M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-291- 12.74% |
$25.2K - $27.4K
|
1.99K
$208K
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-288- 3.99% |
$24.9K - $27.1K
|
6.93K
$723K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-285- 10.99% |
$24.7K - $26.9K
|
2.31K
$241K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-272- 4.9% |
$23.5K - $25.6K
|
5.28K
$550K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 43.12% |
$22.5K - $24.5K
|
343
$35.8K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-260- 4.45% |
$22.5K - $24.5K
|
5.59K
$582K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-240- 96.0% |
$20.8K - $22.6K
|
10
$1.04K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-225- 0.48% |
$19.5K - $21.2K
|
46.4K
$4.83M
|