Mercer Global Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.3M | Buy |
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|
2025
Q2 | $18.6M | Sell |
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|
2025
Q1 | $19.4M | Buy |
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|
2024
Q4 | $15.6M | Buy |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $6.53M | Buy |
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|
2023
Q4 | $2.35M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $2.92M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $916K | Sell |
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|
2020
Q2 | $980K | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $3.42M | Sell |
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|
2019
Q3 | $3.88M | Buy |
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|
2019
Q2 | $3.36M | Buy |
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|
2019
Q1 | $3.11M | Buy |
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