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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-713- 23.52% |
$88.4K - $112K
|
2.32K
$353K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-709- 7.22% |
$88K - $111K
|
9.12K
$1.39M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-694- 29.12% |
$86.1K - $109K
|
1.69K
$257K
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-680- 0.31% |
$84.4K - $107K
|
219K
$33.3M
|
|
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
$469K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-655- 2.51% |
$81.3K - $103K
|
25.5K
$3.88M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-621- 3.62% |
$77K - $97.4K
|
16.5K
$2.51M
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-595- 2.11% |
$73.8K - $93.3K
|
27.6K
$4.19M
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-584- 2.36% |
$72.4K - $91.6K
|
24.2K
$3.68M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-536- 22.98% |
$66.5K - $84.1K
|
1.8K
$273K
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-529- 22.79% |
$65.6K - $83K
|
1.79K
$273K
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 13.8% |
$62K - $78.4K
|
3.12K
$475K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-474- 12.09% |
$58.8K - $74.4K
|
3.45K
$525K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-466- 1.83% |
$57.8K - $73.1K
|
25K
$3.8M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-456- 25.47% |
$56.6K - $71.5K
|
1.33K
$203K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-445- 97.37% |
$55.2K - $69.8K
|
12
$1.83K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-442- 0.58% |
$54.8K - $69.3K
|
76K
$11.6M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-431- 2.52% |
$53.5K - $67.6K
|
16.7K
$2.54M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-390- 17.18% |
$48.4K - $61.2K
|
1.88K
$286K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-386- 6.18% |
$47.9K - $60.5K
|
5.86K
$892K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-384- 11.4% |
$47.6K - $60.2K
|
2.98K
$454K
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-383- 2.8% |
$47.5K - $60.1K
|
13.3K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-360- 19.88% |
$44.7K - $56.5K
|
1.45K
$221K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-351- 5.26% |
$43.5K - $55.1K
|
6.32K
$962K
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-331- 1.08% |
$41.1K - $51.9K
|
30.3K
$4.61M
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-326- 0.03% |
$40.4K - $51.1K
|
972K
$148M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-325- 13.84% |
$40.3K - $51K
|
2.02K
$308K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-319- 12.71% |
$39.6K - $50K
|
2.19K
$333K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-310- 0.76% |
$38.5K - $48.6K
|
40.5K
$6.16M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-306- 0.86% |
$38K - $48K
|
35.3K
$5.37M
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 3.45% |
$37.2K - $47.1K
|
8.4K
$1.28M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-299- 15.96% |
$37.1K - $46.9K
|
1.57K
$240K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-295- 9.22% |
$36.6K - $46.3K
|
2.9K
$442K
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-292- 12.86% |
$36.2K - $45.8K
|
1.98K
$301K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-288- 1.87% |
$35.7K - $45.2K
|
15.1K
$2.3M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-267- 49.08% |
$33.1K - $41.9K
|
277
$42.2K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-259- 5.23% |
$32.1K - $40.6K
|
4.69K
$715K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-256- 3.57% |
$31.8K - $40.2K
|
6.92K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-250- 4.02% |
$31K - $39.2K
|
5.97K
$909K
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250- 3.67% |
$31K - $39.2K
|
6.57K
$1M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-249- 2.5% |
$30.9K - $39.1K
|
9.72K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-232- 3.96% |
$28.8K - $36.4K
|
5.63K
$857K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-231- 10.91% |
$28.7K - $36.2K
|
1.89K
$287K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-227- 7.12% |
$28.2K - $35.6K
|
2.96K
$451K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-216- 37.57% |
$26.8K - $33.9K
|
359
$54.7K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-207- 35.03% |
$25.7K - $32.5K
|
384
$58.5K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-204- 1.98% |
$25.3K - $32K
|
10.1K
$1.54M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-195- 48.75% |
$24.2K - $30.6K
|
205
$31.2K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-192- 0.93% |
$23.8K - $30.1K
|
20.4K
$3.11M
|