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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 49.71% |
$246K - $267K
|
3.16K
$330K
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.7K- 20.15% |
$212K - $231K
|
10.7K
$1.12M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.4K- 46.69% |
$189K - $205K
|
2.74K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-648- 99.85% |
$50.9K - $55.4K
|
1
$104
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 22.02% |
$18.9K - $20.5K
|
850
$88.6K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 6.47% |
$15.7K - $17.1K
|
2.89K
$301K
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-199- 1.19% |
$15.6K - $17K
|
16.5K
$1.72M
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-185- 3.12% |
$14.5K - $15.8K
|
5.74K
$599K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 1.13% |
$13.3K - $14.4K
|
14.8K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-145- 9.87% |
$11.4K - $12.4K
|
1.32K
$138K
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-130- 56.52% |
$10.2K - $11.1K
|
100
$10.4K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-125- 34.34% |
$9.83K - $10.7K
|
239
$24.9K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.69% |
$7.86K - $8.55K
|
14.5K
$1.51M
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-98- 3.08% |
$7.7K - $8.38K
|
3.09K
$322K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 33.33% |
$3.93K - $4.27K
|
100
$10.4K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 5.41% |
$3.14K - $3.42K
|
700
$73K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 3.13% |
$2.36K - $2.56K
|
929
$96.8K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$2.12K - $2.31K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 0.21% |
$550 - $598
|
3.38K
$352K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.16% |
$393 - $427
|
3.03K
$316K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-204K- 17.1% |
$14.4M - $16.7M
|
990K
$103M
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-18.5K- 28.02% |
$1.3M - $1.52M
|
47.6K
$4.96M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.98K- 56.18% |
$562K - $654K
|
6.23K
$649K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.31K- 76.36% |
$163K - $189K
|
715
$74.5K
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.16K- 22.37% |
$152K - $177K
|
7.51K
$782K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-836- 5.0% |
$58.8K - $68.5K
|
15.9K
$1.66M
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-697- 2.97% |
$49.1K - $57.1K
|
22.8K
$2.38M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-254- 6.14% |
$17.9K - $20.8K
|
3.88K
$405K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-100- 20.53% |
$7.04K - $8.2K
|
387
$40.3K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.06% |
$1.83K - $2.13K
|
40.1K
$4.18M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.19% |
$1.06K - $1.23K
|
8.09K
$843K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 6.58% |
$704 - $820
|
142
$14.8K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-321KClosed |
$21.1M - $25.1M
|
0
$0
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-312K- 46.34% |
$20.5M - $24.3M
|
361K
$37.6M
|
|
May 15, 2023
Q1 2023
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
SELL
|
- |
-98.1K- 41.67% |
$6.45M - $7.65M
|
137K
$14.3M
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-66.2K- 88.23% |
$4.35M - $5.17M
|
8.83K
$921K
|
|
May 15, 2023
Q1 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-34.2K- 57.46% |
$2.25M - $2.67M
|
25.3K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-18.3K- 79.29% |
$1.2M - $1.43M
|
4.78K
$499K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-17.7KClosed |
$1.16M - $1.38M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.23K- 42.61% |
$476K - $565K
|
9.74K
$1.02M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.07K- 49.17% |
$399K - $474K
|
6.28K
$654K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.66KClosed |
$372K - $441K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.04K- 45.36% |
$68.5K - $81.3K
|
1.26K
$131K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-459- 10.85% |
$30.2K - $35.8K
|
3.77K
$393K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-272- 2.52% |
$17.9K - $21.2K
|
10.5K
$1.1M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 16.6% |
$13.2K - $15.6K
|
1.01K
$105K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-175- 87.06% |
$11.5K - $13.7K
|
26
$2.71K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-131- 90.97% |
$8.61K - $10.2K
|
13
$1.36K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-114- 18.57% |
$7.5K - $8.9K
|
500
$52.1K
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 4.6% |
$3.29K - $3.9K
|
1.04K
$108K
|