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 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-225- 7.08% |
$19.5K - $21.2K
|
2.95K
$308K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-221- 3.73% |
$19.1K - $20.8K
|
5.7K
$594K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-218- 9.0% |
$18.9K - $20.5K
|
2.2K
$230K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 2.39% |
$17.8K - $19.4K
|
8.4K
$875K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-204- 7.17% |
$17.6K - $19.2K
|
2.64K
$275K
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-201- 4.13% |
$17.4K - $18.9K
|
4.67K
$487K
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-200- 0.57% |
$17.3K - $18.9K
|
35.2K
$3.67M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 8.18% |
$17.3K - $18.9K
|
2.25K
$234K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 40.0% |
$17.3K - $18.9K
|
300
$31.3K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-194- 45.65% |
$16.8K - $18.3K
|
231
$24.1K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-187- 3.03% |
$16.2K - $17.6K
|
5.99K
$624K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-187- 24.77% |
$16.2K - $17.6K
|
568
$59.2K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 54.09% |
$16K - $17.4K
|
157
$16.4K
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-180- 4.18% |
$15.6K - $17K
|
4.12K
$430K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-169- 1.17% |
$14.6K - $15.9K
|
14.2K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-164- 2.4% |
$14.2K - $15.5K
|
6.68K
$697K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.12% |
$14.1K - $15.4K
|
7.51K
$783K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-163- 7.73% |
$14.1K - $15.4K
|
1.95K
$203K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$1.46K
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-152- 3.1% |
$13.1K - $14.3K
|
4.75K
$495K
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-151- 3.96% |
$13.1K - $14.2K
|
3.66K
$382K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 2.32% |
$13K - $14.1K
|
6.33K
$659K
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-150- 1.27% |
$13K - $14.1K
|
11.6K
$1.21M
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-150- 1.76% |
$13K - $14.1K
|
8.35K
$870K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 2.79% |
$12.5K - $13.7K
|
5.06K
$527K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-145- 0.72% |
$12.5K - $13.7K
|
19.9K
$2.07M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 54.55% |
$11.9K - $13K
|
115
$12K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-137- 1.72% |
$11.9K - $12.9K
|
7.81K
$814K
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
CALL |
-137- 1.28% |
$11.9K - $12.9K
|
10.6K
$1.1M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-135- 50.0% |
$11.7K - $12.7K
|
135
$14.1K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-133- 0.71% |
$11.5K - $12.5K
|
18.6K
$1.94M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-133- 46.83% |
$11.5K - $12.5K
|
151
$15.7K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 1.21% |
$11.2K - $12.3K
|
10.6K
$1.1M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-129- 1.61% |
$11.2K - $12.2K
|
7.91K
$824K
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.83% |
$10.8K - $11.8K
|
14.9K
$1.55M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 3.26% |
$10.5K - $11.4K
|
3.6K
$375K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-119- 2.92% |
$10.3K - $11.2K
|
3.96K
$413K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-117- 1.77% |
$10.1K - $11K
|
6.51K
$678K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-112- 2.26% |
$9.69K - $10.6K
|
4.85K
$505K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-104- 57.14% |
$9K - $9.8K
|
78
$8.13K
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-100- 0.03% |
$8.65K - $9.43K
|
351K
$36.6M
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.16% |
$8.65K - $9.43K
|
8.5K
$886K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-96- 3.55% |
$8.3K - $9.05K
|
2.61K
$272K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-90- 10.11% |
$7.79K - $8.48K
|
800
$83.4K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-88- 3.25% |
$7.61K - $8.29K
|
2.62K
$273K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-88- 2.51% |
$7.61K - $8.29K
|
3.42K
$356K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-85- 9.19% |
$7.35K - $8.01K
|
840
$87.6K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-84- 0.8% |
$7.27K - $7.92K
|
10.4K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-81- 0.68% |
$7.01K - $7.63K
|
11.9K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.22% |
$6.49K - $7.07K
|
6.08K
$633K
|