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 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-103- 31.89% |
$12.8K - $16.2K
|
220
$35.4K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 2.15% |
$12.4K - $15.7K
|
4.55K
$733K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 44.25% |
$12.4K - $15.7K
|
126
$20.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-100- 5.95% |
$12.4K - $15.7K
|
1.58K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-99- 1.14% |
$12.3K - $15.5K
|
8.58K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98- 1.71% |
$12.2K - $15.4K
|
5.62K
$906K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-97- 31.91% |
$12K - $15.2K
|
207
$33.3K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-96- 3.99% |
$11.9K - $15.1K
|
2.31K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-94- 4.19% |
$11.7K - $14.7K
|
2.15K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.71% |
$11K - $14K
|
1.8K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 2.21% |
$10.3K - $13K
|
3.67K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-81- 6.6% |
$10K - $12.7K
|
1.15K
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-80- 2.34% |
$9.92K - $12.5K
|
3.34K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.59% |
$9.18K - $11.6K
|
4.58K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-73- 1.61% |
$9.06K - $11.5K
|
4.47K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-70- 2.03% |
$8.68K - $11K
|
3.37K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-64- 2.63% |
$7.94K - $10K
|
2.37K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-63- 0.06% |
$7.82K - $9.88K
|
112K
$18M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-60- 1.4% |
$7.44K - $9.41K
|
4.22K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-53- 2.0% |
$6.57K - $8.31K
|
2.59K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-50- 1.81% |
$6.2K - $7.84K
|
2.71K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-50- 0.35% |
$6.2K - $7.84K
|
14.3K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.82% |
$6.2K - $7.84K
|
6.03K
$971K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-46- 50.0% |
$5.71K - $7.22K
|
46
$7.41K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-43- 1.04% |
$5.33K - $6.74K
|
4.07K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-40- 0.77% |
$4.96K - $6.27K
|
5.18K
$834K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-37- 0.63% |
$4.59K - $5.8K
|
5.81K
$935K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-37- 7.3% |
$4.59K - $5.8K
|
470
$75.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.51% |
$4.59K - $5.8K
|
2.42K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35- 76.09% |
$4.34K - $5.49K
|
11
$1.77K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-34- 0.81% |
$4.22K - $5.33K
|
4.17K
$671K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29- 0.59% |
$3.6K - $4.55K
|
4.86K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-27- 0.97% |
$3.35K - $4.24K
|
2.75K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27- 0.68% |
$3.35K - $4.24K
|
3.94K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25- 1.12% |
$3.1K - $3.92K
|
2.22K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 1.46% |
$3.1K - $3.92K
|
1.69K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.15% |
$3.1K - $3.92K
|
16.4K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 1.13% |
$3.1K - $3.92K
|
2.19K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-24- 4.58% |
$2.98K - $3.76K
|
500
$80.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 19.05% |
$2.98K - $3.76K
|
102
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-24- 1.51% |
$2.98K - $3.76K
|
1.57K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 17.97% |
$2.85K - $3.61K
|
105
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21- 36.21% |
$2.61K - $3.29K
|
37
$5.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16- 0.76% |
$1.98K - $2.51K
|
2.08K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 50.0% |
$1.74K - $2.2K
|
14
$2.26K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 0.38% |
$1.74K - $2.2K
|
3.71K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 0.12% |
$1.61K - $2.04K
|
11.2K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11- 0.23% |
$1.36K - $1.73K
|
4.7K
$758K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.38% |
$1.12K - $1.41K
|
2.35K
$379K
|