Welltower Inc.
MX ˙ BMV ˙ US95040Q1040
SecurityMX:WELL / Welltower Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership138,210 shares
Latest Disclosed Value $ 27,325,450
Mercer Global Advisors Inc /adv reports 7.15% increase in ownership of WELL / Welltower Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 138,210 shares of Welltower Inc. (MX:WELL) valued at $27,325,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 128,993 shares of Welltower Inc.. This represents a change in shares of 7.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 138,210 9,217 7.15 27,325 14.13 0.0404
2026-02-17 2025-12-31 13F WELLTOWER COM 95040Q104 128,993 3,595 2.87 23,942 7.18 0.0365
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 125,398 4,242 3.50 22,338 19.94 0.0373
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 121,156 -5,328 -4.21 18,625 -3.89 0.0379
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 126,484 2,707 2.19 19,379 24.23 0.0445
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 123,777 43,285 53.78 15,600 51.65 0.0381
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 80,492 8,046 11.11 10,286 220.74 0.0241
2024-08-12 2024-06-30 13F WELLTOWER COM 95040Q104 72,446 2,602 3.73 3,207 53,350.00 0.0087
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 69,844 43,770 167.87 7 200.00 0.0185
2024-02-15 2023-12-31 13F WELLTOWER COM 95040Q104 26,074 -1,868 -6.69 2 0.00 0.0071
2023-11-15 2023-09-30 13F/A-1 WELLTOWER COM 95040Q104 27,942 -1,574 -5.33 2 0.00 0.0087
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 27,942 -1,574 2 0.0087
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 29,516 -355 -1.19 2 0.00 0.0095
2023-05-16 2023-03-31 13F WELLTOWER COM 95040Q104 29,871 2,154 7.77 2 100.00 0.0097
2023-02-09 2022-12-31 13F WELLTOWER COM 95040Q104 27,717 3,278 13.41 2 -99.94 0.0091
2022-11-15 2022-09-30 13F WELLTOWER COM 95040Q104 24,439 -3,464 -12.41 1,572 -31.59 0.0093
2022-08-10 2022-06-30 13F WELLTOWER COM 95040Q104 27,903 -2,516 -8.27 2,298 -21.41 0.0141
2022-05-10 2022-03-31 13F WELLTOWER COM 95040Q104 30,419 3,698 13.84 2,924 27.57 0.0172
2022-02-04 2021-12-31 13F WELLTOWER COM 95040Q104 26,721 1,977 7.99 2,292 12.41 0.0142
2021-11-10 2021-09-30 13F WELLTOWER COM 95040Q104 24,744 4,379 21.50 2,039 20.51 0.0142
2021-08-10 2021-06-30 13F WELLTOWER COM 95040Q104 20,365 320 1.60 1,692 17.83 0.0130
2021-08-10 2021-03-31 13F/A-1 WELLTOWER COM 95040Q104 20,045 -9,315 -31.73 1,436 -24.30 0.0131
2021-05-11 2021-03-31 13F WELLTOWER COM 95040Q104 20,045 -9,315 1,436 0.0137
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 29,360 12,725 76.50 1,897 107.10 0.0237
2020-12-10 2020-09-30 13F WELLTOWER COM 95040Q104 16,635 -2,308 -12.18 916 -6.53 0.0138
2020-08-10 2020-06-30 13F WELLTOWER COM 95040Q104 18,943 -5,880 -23.69 980 -13.73 0.0178
2020-05-18 2020-03-31 13F WELLTOWER COM 95040Q104 24,823 -16,977 -40.61 1,136 -66.76 0.0250
2020-02-13 2019-12-31 13F WELLTOWER INC COM COM 95040Q104 41,800 -954 -2.23 3,418 -11.79 0.0683
2019-11-12 2019-09-30 13F WELLTOWER INC COM COM 95040Q104 42,754 1,581 3.84 3,875 15.43 0.0911
2019-08-14 2019-06-30 13F WELLTOWER INC COM COM 95040Q104 41,173 1,065 2.66 3,357 7.87 0.0890
2019-04-23 2019-03-31 13F/A-1 WELLTOWER INC COM COM 95040Q104 40,108 40,108 3,112 0.1119
2019-04-12 2019-03-31 13F WELLTOWER INC COM COM 95040Q104 39,131 2,716 0.1447
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.