Mercer Global Advisors Inc Welltower Inc. Transaction History

Mercer Global Advisors Inc

$45.6 Billion
Q3 2024

A detailed history of Mercer Global Advisors Inc transactions in Welltower Inc. stock. As of the latest transaction made, Mercer Global Advisors Inc holds 80,492 shares of WELL stock, worth $10 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

80,492

Previous 72,446 11.11%

Holding current value

$10 Million

Previous $7.55 Million 36.41%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$104.0 - $129.74 $836,784 - $1.04 Million	8,046 Added 11.11%	80,492 $10.3 Million
Q2 2024 Aug 12, 2024	BUY	$88.31 - $105.01 $229,782 - $273,236	2,602 Added 3.73%	72,446 $7.55 Million
Q1 2024 May 15, 2024	BUY	$86.51 - $94.25 $3.79 Million - $4.13 Million	43,770 Added 167.87%	69,844 $6.53 Million
Q4 2023 Feb 14, 2024	SELL	$79.31 - $91.87 $148,151 - $171,613	-1,868 Reduced 6.69%	26,074 $2.35 Million
Q3 2023 Nov 13, 2023	SELL	$78.6 - $85.47 $123,716 - $134,529	-1,574 Reduced 5.33%	27,942 $2.29 Million
Q2 2023 Aug 14, 2023	SELL	$70.38 - $81.95 $24,984 - $29,092	-355 Reduced 1.19%	29,516 $2.39 Million
Q1 2023 May 15, 2023	BUY	$65.76 - $78.05 $141,647 - $168,119	2,154 Added 7.77%	29,871 $2.14 Million
Q4 2022 Feb 08, 2023	BUY	$57.37 - $71.58 $188,058 - $234,639	3,278 Added 13.41%	27,717 $1.82 Million
Q3 2022 Nov 15, 2022	SELL	$63.33 - $86.34 $219,375 - $299,081	-3,464 Reduced 12.41%	24,439 $1.57 Million
Q2 2022 Aug 10, 2022	SELL	$77.45 - $97.82 $194,864 - $246,115	-2,516 Reduced 8.27%	27,903 $2.3 Million
Q1 2022 May 10, 2022	BUY	$79.67 - $98.31 $294,619 - $363,550	3,698 Added 13.84%	30,419 $2.92 Million
Q4 2021 Feb 04, 2022	BUY	$79.36 - $87.07 $156,894 - $172,137	1,977 Added 7.99%	26,721 $2.29 Million
Q3 2021 Nov 10, 2021	BUY	$82.4 - $89.68 $360,829 - $392,708	4,379 Added 21.5%	24,744 $2.04 Million
Q2 2021 Aug 10, 2021	BUY	$71.04 - $84.02 $22,732 - $26,886	320 Added 1.6%	20,365 $1.69 Million
Q1 2021 May 11, 2021	SELL	$59.79 - $74.55 $556,943 - $694,433	-9,315 Reduced 31.73%	20,045 $1.44 Million
Q4 2020 Feb 12, 2021	BUY	$52.26 - $67.84 $665,008 - $863,264	12,725 Added 76.5%	29,360 $1.9 Million
Q3 2020 Dec 10, 2020	SELL	$49.2 - $61.12 $113,553 - $141,064	-2,308 Reduced 12.18%	16,635 $916,000
Q2 2020 Aug 10, 2020	SELL	$37.26 - $61.65 $219,088 - $362,502	-5,880 Reduced 23.69%	18,943 $980,000
Q1 2020 May 18, 2020	SELL	$33.22 - $89.84 $563,975 - $1.53 Million	-16,977 Reduced 40.61%	24,823 $1.14 Million
Q4 2019 Feb 13, 2020	SELL	$77.4 - $92.21 $73,839 - $87,968	-954 Reduced 2.23%	41,800 $3.42 Million
Q3 2019 Nov 12, 2019	BUY	$81.74 - $92.46 $129,230 - $146,179	1,581 Added 3.84%	42,754 $3.88 Million
Q2 2019 Aug 14, 2019	BUY	$71.76 - $84.63 $76,424 - $90,130	1,065 Added 2.66%	41,173 $3.36 Million
Q1 2019 Apr 23, 2019	BUY	$67.29 - $78.72 $65,742 - $76,909	977 Added 2.5%	40,108 $3.11 Million
Q1 2019 Apr 12, 2019	BUY	$67.29 - $78.72 $2.63 Million - $3.08 Million	39,131 New	39,131 $2.72 Million

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.8B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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Mercer Global Advisors Inc Welltower Inc. Transaction History