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, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.4K
|
1
$104
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3- 18.75% |
$197 - $234
|
13
$1.36K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.49M- 81.67% |
$85.3M - $106M
|
334K
$34.8M
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-379K- 86.19% |
$21.7M - $27.1M
|
60.7K
$6.33M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-46.8KClosed |
$2.69M - $3.35M
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-31.9K- 82.25% |
$1.83M - $2.29M
|
6.9K
$719K
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-29.6K- 85.73% |
$1.7M - $2.12M
|
4.93K
$513K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-7.87K- 8.7% |
$452K - $564K
|
82.6K
$8.61M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-5.45K- 20.74% |
$312K - $390K
|
20.8K
$2.17M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 23.19% |
$91.7K - $114K
|
5.3K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.49K- 16.34% |
$85.2K - $106K
|
7.6K
$792K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 6.39% |
$70.9K - $88.5K
|
18.1K
$1.89M
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.22K- 9.85% |
$70K - $87.3K
|
11.2K
$1.16M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-510- 14.28% |
$29.3K - $36.5K
|
3.06K
$319K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-155- 2.93% |
$8.89K - $11.1K
|
5.14K
$536K
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-79- 48.77% |
$4.53K - $5.65K
|
83
$8.65K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-50- 1.12% |
$2.87K - $3.58K
|
4.4K
$458K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-38- 0.19% |
$2.18K - $2.72K
|
19.9K
$2.08M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 10.98% |
$2.12K - $2.65K
|
300
$31.3K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-28- 65.12% |
$1.61K - $2K
|
15
$1.56K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 12.76% |
$1.43K - $1.79K
|
171
$17.8K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13- 25.49% |
$746 - $931
|
38
$3.96K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-162K- 79.57% |
$10.2M - $14M
|
41.5K
$4.32M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
PUT |
-110K- 75.24% |
$6.97M - $9.5M
|
36.2K
$3.77M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.98K- 69.39% |
$632K - $862K
|
4.4K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.99K- 65.09% |
$443K - $603K
|
3.75K
$391K
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.57KClosed |
$416K - $567K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.6K- 77.73% |
$165K - $224K
|
745
$77.7K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.44K- 3.24% |
$154K - $210K
|
72.7K
$7.58M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-931- 65.33% |
$59K - $80.4K
|
494
$51.5K
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-850- 0.63% |
$53.8K - $73.4K
|
135K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-686- 13.68% |
$43.4K - $59.2K
|
4.33K
$451K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-433- 6.42% |
$27.4K - $37.4K
|
6.31K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-424Closed |
$26.9K - $36.6K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-400- 44.44% |
$25.3K - $34.5K
|
500
$52.1K
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.26% |
$9.5K - $13K
|
57.9K
$6.04M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-93- 8.15% |
$5.89K - $8.03K
|
1.05K
$109K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-20- 76.92% |
$1.27K - $1.73K
|
6
$626
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.28MClosed |
$99.5M - $126M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-315K- 31.03% |
$24.4M - $30.8M
|
700K
$73M
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-136KClosed |
$10.5M - $13.3M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-82.6KClosed |
$6.4M - $8.08M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-62.6KClosed |
$4.85M - $6.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Flat Footed LLC
Wilson, WY |
SELL
|
PUT |
-46.7KClosed |
$3.62M - $4.57M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-23.5KClosed |
$1.82M - $2.3M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-23KClosed |
$1.78M - $2.25M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-20K- 13.35% |
$1.55M - $1.96M
|
130K
$13.5M
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18.5KClosed |
$1.44M - $1.81M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$1.08M - $1.36M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$953K - $1.2M
|
0
$0
|