Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,325,499
+$3,383,109 QoQ
Shares Held
138,210
+7.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $50,963,328 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
138,210 | $27,325,499 | |
| 2 | VTR |
Ventas, Inc.
|
98,408 | $8,047,806 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
137,146 | $6,009,737 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
53,240 | $2,510,798 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
113,250 | $1,924,117 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
59,643 | $1,146,934 | |
| 7 | MPT |
Medical Properties Trust Inc
|
215,186 | $996,311 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
23,082 | $845,955 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,325,499 | 138,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,942,390 | 128,993 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,338,399 | 125,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,625,311 | 121,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,378,613 | 126,484 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,599,615 | 123,777 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,305,390 | 80,492 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,552,495 | 72,446 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,526,223 | 69,844 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,351,092 | 26,074 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,289,008 | 27,942 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,387,549 | 29,516 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,141,451 | 29,871 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,816,849 | 27,717 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,571,916 | 24,439 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,297,812 | 27,903 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,924,482 | 30,419 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,291,860 | 26,721 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,038,905 | 24,744 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,692,331 | 20,365 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,435,823 | 20,045 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,897,243 | 29,360 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $916,422 | 16,635 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $980,300 | 18,943 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,136,396 | 24,823 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||