Mercer Global Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
121,156
-5,328
| -4% | -$819K | 0.04% | 236 |
|
|
2025
Q1 | $19.4M | Buy |
126,484
+2,707
| +2% | +$415K | 0.04% | 228 |
|
|
2024
Q4 | $15.6M | Buy |
123,777
+43,285
| +54% | +$5.46M | 0.04% | 261 |
|
|
2024
Q3 | $10.3M | Buy |
80,492
+8,046
| +11% | +$1.03M | 0.02% | 319 |
|
|
2024
Q2 | $3.21M | Buy |
72,446
+2,602
| +4% | +$115K | 0.01% | 566 |
|
|
2024
Q1 | $6.53M | Buy |
69,844
+43,770
| +168% | +$4.09M | 0.02% | 395 |
|
|
2023
Q4 | $2.35M | Sell |
26,074
-1,868
| -7% | -$168K | 0.01% | 691 |
|
|
2023
Q3 | $2.29M | Sell |
27,942
-1,574
| -5% | -$129K | 0.01% | 664 |
|
|
2023
Q2 | $2.39M | Sell |
29,516
-355
| -1% | -$28.7K | 0.01% | 675 |
|
|
2023
Q1 | $2.14M | Buy |
29,871
+2,154
| +8% | +$154K | 0.01% | 654 |
|
|
2022
Q4 | $1.82M | Buy |
27,717
+3,278
| +13% | +$215K | 0.01% | 699 |
|
|
2022
Q3 | $1.57M | Sell |
24,439
-3,464
| -12% | -$223K | 0.01% | 695 |
|
|
2022
Q2 | $2.3M | Sell |
27,903
-2,516
| -8% | -$207K | 0.01% | 578 |
|
|
2022
Q1 | $2.92M | Buy |
30,419
+3,698
| +14% | +$355K | 0.02% | 535 |
|
|
2021
Q4 | $2.29M | Buy |
26,721
+1,977
| +8% | +$170K | 0.01% | 581 |
|
|
2021
Q3 | $2.04M | Buy |
24,744
+4,379
| +22% | +$361K | 0.01% | 606 |
|
|
2021
Q2 | $1.69M | Buy |
20,365
+320
| +2% | +$26.6K | 0.01% | 636 |
|
|
2021
Q1 | $1.44M | Sell |
20,045
-9,315
| -32% | -$667K | 0.01% | 650 |
|
|
2020
Q4 | $1.9M | Buy |
29,360
+12,725
| +76% | +$822K | 0.02% | 434 |
|
|
2020
Q3 | $916K | Sell |
16,635
-2,308
| -12% | -$127K | 0.01% | 574 |
|
|
2020
Q2 | $980K | Sell |
18,943
-5,880
| -24% | -$304K | 0.02% | 485 |
|
|
2020
Q1 | $1.14M | Sell |
24,823
-16,977
| -41% | -$777K | 0.03% | 439 |
|
|
2019
Q4 | $3.42M | Sell |
41,800
-954
| -2% | -$78K | 0.07% | 229 |
|
|
2019
Q3 | $3.88M | Buy |
42,754
+1,581
| +4% | +$143K | 0.09% | 181 |
|
|
2019
Q2 | $3.36M | Buy |
41,173
+1,065
| +3% | +$86.8K | 0.09% | 188 |
|
|
2019
Q1 | $3.11M | Buy |
+40,108
| New | +$3.11M | 0.11% | 159 |
|