SEC 13F Intelligence

Amalgamated Bank / WELL

Amalgamated Bank’s Welltower Inc Position

Does Amalgamated Bank own Welltower Inc (WELL)? Yes125.8K shares worth $25M (+0.19% of its 13F portfolio) as of Q1 2026, down from 126.3K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
125.8K
% of Portfolio
+0.19%
Quarters Held
29
currently held

Position History WELL

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ1 ’20: $3MQ1 ’20Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ1 ’22: $11MQ1 ’22Q2 ’22: $10MQ3 ’22: $8MQ4 ’22: $8MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ4 ’23: $12MQ1 ’24: $11MQ1 ’24Q2 ’24: $13MQ3 ’24: $15MQ4 ’24: $14MQ1 ’25: $18MQ1 ’25Q2 ’25: $19MQ3 ’25: $23MQ4 ’25: $23MQ1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.8K$25M+0.19%
Q4 2025126.3K$23M+0.17%
Q3 2025128.0K$23M+0.16%
Q2 2025122.7K$19M+0.15%
Q1 2025118.7K$18M+0.16%
Q4 2024114.6K$14M+0.12%
Q3 2024114.9K$15M+0.12%
Q2 2024120.0K$13M+0.11%
Q1 2024113.9K$11M+0.09%
Q4 2023138.5K$12M+0.10%
Q3 2023130.2K$11M+0.09%
Q2 2023121.7K$10M+0.08%
Q1 2023122.4K$9M+0.07%
Q4 2022123.4K$8M+0.07%
Q3 2022118.2K$8M+0.07%
Q2 2022117.9K$10M+0.09%
Q1 2022109.5K$11M+0.08%
Q4 2021117.1K$10M+0.07%
Q3 2021116.9K$10M+0.08%
Q2 2021119.6K$10M+0.08%
Q1 202122.8K$2M+0.06%
Q4 202023.7K$2M+0.06%
Q3 202023.7K$1M+0.06%
Q2 202024.2K$1M+0.06%
Q1 202059.2K$3M+0.07%
Q4 201961.2K$5M+0.09%
Q3 201957.0K$5M+0.11%
Q2 201958.2K$5M+0.11%
Q1 201947.4K$4M+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amalgamated Bank’s full portfolio or all institutional holders of WELL.