Mercer Capital Advisers’s Welltower WELL Stock Holding History

Mercer Capital Advisers’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$82K	Hold	1,000	–	–	0.04%	126
2021 Q2	$83K	Hold	1,000	–	–	0.04%	135
2021 Q1	$72K	Hold	1,000	–	–	0.04%	138
2020 Q4	$65K	Hold	1,000	–	–	0.04%	133
2020 Q3	$55K	Hold	1,000	–	–	0.03%	132
2020 Q2	$52K	Hold	1,000	–	–	0.03%	132
2020 Q1	$46K	Hold	1,000	–	–	0.03%	131
2019 Q4	$82K	Hold	1,000	–	–	0.05%	128
2019 Q3	$91K	Hold	1,000	–	–	0.06%	121
2019 Q2	$82K	Hold	1,000	–	–	0.05%	131
2019 Q1	$78K	Hold	1,000	–	–	0.05%	130
2018 Q4	$69K	Hold	1,000	–	–	0.05%	130
2018 Q3	$64K	Hold	1,000	–	–	0.04%	138
2018 Q2	$63K	Hold	1,000	–	–	0.05%	138
2018 Q1	$54K	Hold	1,000	–	–	0.04%	148
2017 Q4	$64K	Hold	1,000	–	–	0.05%	143
2017 Q3	$70K	Hold	1,000	–	–	0.05%	144
2017 Q2	$75K	Hold	1,000	–	–	0.06%	143
2017 Q1	$71K	Hold	1,000	–	–	0.05%	145
2016 Q4	$67K	Hold	1,000	–	–	0.05%	149
2016 Q3	$75K	Hold	1,000	–	–	0.06%	141
2016 Q2	$76K	Hold	1,000	–	–	0.06%	134
2016 Q1	$69K	Hold	1,000	–	–	0.06%	132
2015 Q4	$68K	Hold	1,000	–	–	0.06%	138
2015 Q3	$67K	Hold	1,000	–	–	0.06%	133
2015 Q2	$66K	Hold	1,000	–	–	0.06%	145
2015 Q1	$77K	Hold	1,000	–	–	0.07%	137
2014 Q4	$76K	Buy	+1,000	New	+$71.4K	0.07%	136

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mercer Capital Advisers's WELL Position: Q3 2021 in Review

Mercer Capital Advisers held its Welltower (WELL) position steady in Q3 2021 at 1,000 shares worth $82K. The position accounts for 0.04% of the portfolio, ranked #126.

Mercer Capital Advisers first reported a position in WELL in Q4 2014 and has held it in 28 quarters since. The position peaked at $91K in Q3 2019. 760 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

Mercer Capital Advisers held 1,000 shares of Welltower worth $82K as of Q3 2021.
Mercer Capital Advisers left its Welltower share count unchanged in Q3 2021.
Welltower made up 0.04% of Mercer Capital Advisers's portfolio in Q3 2021, its #126 holding.
Mercer Capital Advisers first reported a position in Welltower in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's Welltower position peaked at $91K in Q3 2019.
760 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.