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 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-700- 63.64% |
$60.6K - $66K
|
400
$50.9K
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-566- 14.13% |
$49K - $53.3K
|
3.44K
$437K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 7.18% |
$43.3K - $47.1K
|
6.47K
$822K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-412- 0.27% |
$35.6K - $38.8K
|
149K
$19M
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 6.43% |
$34.6K - $37.7K
|
5.83K
$741K
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 8.29% |
$33.4K - $36.4K
|
4.27K
$543K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-350- 4.62% |
$30.3K - $33K
|
7.23K
$919K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-300- 3.75% |
$26K - $28.3K
|
7.71K
$980K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-285- 10.99% |
$24.7K - $26.9K
|
2.31K
$294K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 43.12% |
$22.5K - $24.5K
|
343
$43.6K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-240- 96.0% |
$20.8K - $22.6K
|
10
$1.27K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-218- 9.0% |
$18.9K - $20.5K
|
2.2K
$280K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-194- 45.65% |
$16.8K - $18.3K
|
231
$29.4K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-162- 92.05% |
$14K - $15.3K
|
14
$1.78K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 2.32% |
$13K - $14.1K
|
6.33K
$805K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 2.79% |
$12.5K - $13.7K
|
5.06K
$643K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 54.55% |
$11.9K - $13K
|
115
$14.6K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-117- 1.77% |
$10.1K - $11K
|
6.51K
$828K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-112- 2.26% |
$9.69K - $10.6K
|
4.85K
$616K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-104- 57.14% |
$9K - $9.8K
|
78
$9.92K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-90- 10.11% |
$7.79K - $8.48K
|
800
$102K
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.22% |
$6.49K - $7.07K
|
6.08K
$773K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 25.53% |
$6.23K - $6.79K
|
210
$26.7K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-60- 0.15% |
$5.19K - $5.66K
|
39.4K
$5.01M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.24% |
$4.33K - $4.71K
|
3.97K
$505K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$4.33K - $4.71K
|
50
$6.36K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 0.58% |
$3.98K - $4.34K
|
7.94K
$1.01M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 10.25% |
$3.89K - $4.24K
|
394
$50.1K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 24.71% |
$3.72K - $4.05K
|
131
$16.7K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 1.47% |
$3.03K - $3.3K
|
2.34K
$298K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 0.91% |
$2.68K - $2.92K
|
3.37K
$429K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.71% |
$779 - $848
|
1.26K
$160K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$7K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 3.52% |
$433 - $471
|
137
$17.4K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.09% |
$260 - $283
|
3.4K
$432K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2- 0.07% |
$173 - $189
|
3.02K
$384K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-70.8K- 87.62% |
$5.62M - $6.5M
|
10K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-53.4K- 77.93% |
$4.23M - $4.9M
|
15.1K
$1.92M
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-14.4K- 75.26% |
$1.14M - $1.32M
|
4.74K
$603K
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-13.2K- 82.46% |
$1.05M - $1.22M
|
2.82K
$358K
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-11K- 30.14% |
$872K - $1.01M
|
25.5K
$3.24M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-8.77K- 79.45% |
$695K - $806K
|
2.27K
$288K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.7K- 82.46% |
$373K - $432K
|
1K
$127K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.12K- 37.91% |
$248K - $287K
|
5.11K
$650K
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-2.6K- 20.0% |
$206K - $239K
|
10.4K
$1.32M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.68K- 70.79% |
$133K - $154K
|
692
$88K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-380- 62.81% |
$30.1K - $34.9K
|
225
$28.6K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-290- 11.86% |
$23K - $26.6K
|
2.16K
$274K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-268- 21.79% |
$21.3K - $24.6K
|
962
$122K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-256- 31.14% |
$20.3K - $23.5K
|
566
$72K
|