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 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-191- 2.41% |
$23.7K - $30K
|
7.72K
$1.18M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-187- 9.92% |
$23.2K - $29.3K
|
1.7K
$259K
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-181- 1.11% |
$22.5K - $28.4K
|
16.1K
$2.45M
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-169- 2.76% |
$21K - $26.5K
|
5.96K
$907K
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-164- 3.66% |
$20.3K - $25.7K
|
4.32K
$658K
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-157- 0.82% |
$19.5K - $24.6K
|
19K
$2.9M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-156- 97.5% |
$19.4K - $24.5K
|
4
$609
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-154- 75.12% |
$19.1K - $24.2K
|
51
$7.76K
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-154- 9.32% |
$19.1K - $24.2K
|
1.5K
$228K
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-150- 72.12% |
$18.6K - $23.5K
|
58
$8.83K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-145- 5.45% |
$18K - $22.7K
|
2.52K
$383K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-144- 1.45% |
$17.9K - $22.6K
|
9.79K
$1.49M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-144- 4.95% |
$17.9K - $22.6K
|
2.77K
$421K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-142- 6.42% |
$17.6K - $22.3K
|
2.07K
$315K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 5.28% |
$17.5K - $22.1K
|
2.53K
$385K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-138- 16.65% |
$17.1K - $21.6K
|
691
$105K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-126- 3.06% |
$15.6K - $19.8K
|
3.99K
$607K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-124- 1.63% |
$15.4K - $19.5K
|
7.48K
$1.14M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-123- 1.27% |
$15.3K - $19.3K
|
9.54K
$1.45M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-120- 1.17% |
$14.9K - $18.8K
|
10.2K
$1.55M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-113- 3.2% |
$14K - $17.7K
|
3.42K
$521K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 10.52% |
$13.6K - $17.3K
|
936
$143K
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-105- 4.15% |
$13K - $16.5K
|
2.42K
$369K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-103- 31.89% |
$12.8K - $16.2K
|
220
$33.5K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 2.15% |
$12.4K - $15.7K
|
4.55K
$693K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 44.25% |
$12.4K - $15.7K
|
126
$19.2K
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-100- 5.95% |
$12.4K - $15.7K
|
1.58K
$241K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-99- 1.14% |
$12.3K - $15.5K
|
8.58K
$1.31M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98- 1.71% |
$12.2K - $15.4K
|
5.62K
$856K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-97- 31.91% |
$12K - $15.2K
|
207
$31.5K
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-96- 3.99% |
$11.9K - $15.1K
|
2.31K
$352K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-94- 4.19% |
$11.7K - $14.7K
|
2.15K
$327K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 2.13% |
$11.5K - $14.6K
|
4.28K
$651K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.71% |
$11K - $14K
|
1.8K
$274K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-84- 0.48% |
$10.4K - $13.2K
|
17.2K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 2.21% |
$10.3K - $13K
|
3.67K
$559K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-82- 1.3% |
$10.2K - $12.9K
|
6.23K
$949K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-81- 6.6% |
$10K - $12.7K
|
1.15K
$174K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-80- 2.34% |
$9.92K - $12.5K
|
3.34K
$508K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.59% |
$9.18K - $11.6K
|
4.58K
$698K
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-73- 1.61% |
$9.06K - $11.5K
|
4.47K
$680K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-70- 2.03% |
$8.68K - $11K
|
3.37K
$514K
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-64- 2.63% |
$7.94K - $10K
|
2.37K
$361K
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-63- 0.06% |
$7.82K - $9.88K
|
112K
$17M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-60- 1.4% |
$7.44K - $9.41K
|
4.22K
$642K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-53- 2.0% |
$6.57K - $8.31K
|
2.59K
$395K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-50- 1.81% |
$6.2K - $7.84K
|
2.71K
$413K
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-50- 2.29% |
$6.2K - $7.84K
|
2.13K
$325K
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.2K - $7.84K
|
14.3K
$2.17M
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.82% |
$6.2K - $7.84K
|
6.03K
$917K
|