Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership125,806 shares
Latest Disclosed Value $ 24,873
Amalgamated Bank reports 0.40% decrease in ownership of WELL / Welltower Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 125,806 shares of Welltower Inc. (US:WELL) valued at $24,873,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 126,305 shares of Welltower Inc.. This represents a change in shares of -0.40% during the quarter. The current value of the position is $25,109,620 USD.

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)
2026-05-08 2026-03-31 13F WELLTOWER INC COM COM 95040Q104 125,806 -499 -0.40 25 4.35 0.1903
2026-02-05 2025-12-31 13F WELLTOWER INC COM COM 95040Q104 126,305 -1,686 -1.32 23 4.55 0.1692
2025-10-29 2025-09-30 13F WELLTOWER INC COM COM 95040Q104 127,991 5,317 4.33 23 22.22 0.1629
2025-08-04 2025-06-30 13F WELLTOWER INC COM COM 95040Q104 122,674 3,978 3.35 19 0.00 0.1456
2025-04-25 2025-03-31 13F WELLTOWER INC COM COM 95040Q104 118,696 4,115 3.59 18 28.57 0.1556
2025-02-04 2024-12-31 13F WELLTOWER INC COM COM 95040Q104 114,581 -361 -0.31 14 0.00 0.1185
2024-10-30 2024-09-30 13F WELLTOWER INC COM COM 95040Q104 114,942 -5,063 -4.22 15 16.67 0.1212
2024-08-12 2024-06-30 13F WELLTOWER INC COM COM 95040Q104 120,005 6,148 5.40 13 20.00 0.1066
2024-04-23 2024-03-31 13F WELLTOWER INC COM COM 95040Q104 113,857 -24,625 -17.78 11 -16.67 0.0910
2024-02-06 2023-12-31 13F WELLTOWER INC COM COM 95040Q104 138,482 8,332 6.40 12 20.00 0.0996
2023-11-08 2023-09-30 13F WELLTOWER INC COM COM 95040Q104 130,150 8,500 6.99 11 11.11 0.0908
2023-08-11 2023-06-30 13F WELLTOWER INC COM COM 95040Q104 121,650 -799 -0.65 10 12.50 0.0796
2023-05-02 2023-03-31 13F WELLTOWER INC COM COM 95040Q104 122,449 -933 -0.76 9 0.00 0.0748
2023-02-10 2022-12-31 13F WELLTOWER INC COM COM 95040Q104 123,382 5,200 4.40 8 -99.89 0.0721
2022-11-09 2022-09-30 13F WELLTOWER INC COM COM 95040Q104 118,182 258 0.22 7,601 -21.73 0.0734
2022-08-15 2022-06-30 13F WELLTOWER INC COM COM 95040Q104 117,924 8,403 7.67 9,711 -7.77 0.0905
2022-08-25 2022-03-31 13F/A-1 WELLTOWER INC COM COM 95040Q104 109,521 -7,623 -6.51 10,529 4.80 0.0818
2022-06-30 2022-03-31 13F WELLTOWER INC COM COM 95040Q104 109,521 -7,623 10,529 0.0836
2022-02-15 2021-12-31 13F/A-1 WELLTOWER COM 95040Q104 117,144 245 0.21 10,047 4.31 0.0741
2022-02-15 2021-12-31 13F WELLTOWER COM 95040Q104 117,144 245 10,047 0.0741
2021-10-29 2021-09-30 13F WELLTOWER COM 95040Q104 116,899 -2,729 -2.28 9,632 -3.11 0.0813
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 119,628 96,795 423.93 9,941 507.64 0.0797
2021-05-13 2021-03-31 13F WELLTOWER COM 95040Q104 22,833 -839 -3.54 1,636 6.93 0.0613
2021-02-12 2020-12-31 13F WELLTOWER COM 95040Q104 23,672 -51 -0.21 1,530 17.06 0.0580
2020-10-30 2020-09-30 13F WELLTOWER COM 95040Q104 23,723 -489 -2.02 1,307 4.31 0.0568
2020-08-10 2020-06-30 13F WELLTOWER COM 95040Q104 24,212 -34,989 -59.10 1,253 -53.76 0.0580
2020-05-13 2020-03-31 13F WELLTOWER COM 95040Q104 59,201 -1,985 -3.24 2,710 -45.84 0.0663
2020-02-13 2019-12-31 13F WELLTOWER COM 95040Q104 61,186 4,160 7.29 5,004 -3.19 0.0921
2019-11-13 2019-09-30 13F WELLTOWER COM 95040Q104 57,026 -1,184 -2.03 5,169 8.91 0.1087
2019-08-14 2019-06-30 13F WELLTOWER COM 95040Q104 58,210 10,845 22.90 4,746 29.11 0.1108
2019-05-15 2019-03-31 13F WELLTOWER COM 95040Q104 47,365 1,433 3.12 3,676 15.31 0.0891
2019-02-15 2018-12-31 13F WELLTOWER COM 95040Q104 45,932 -831 -1.78 3,188 5.98 0.0903
2018-11-14 2018-09-30 13F WELLTOWER COM 95040Q104 46,763 -1,108 -2.31 3,008 0.23 0.0744
2018-07-18 2018-06-30 13F WELLTOWER COM 95040Q104 47,871 1,762 3.82 3,001 19.56 0.0733
2018-05-22 2018-03-31 13F WELLTOWER COM 95040Q104 46,109 -119 -0.26 2,510 -14.86 0.0666
2018-02-13 2017-12-31 13F WELLTOWER COM 95040Q104 46,228 4,123 9.79 2,948 -0.37 0.0798
2017-11-09 2017-09-30 13F WELLTOWER COM 95040Q104 42,105 819 1.98 2,959 -4.24 0.0922
2017-08-10 2017-06-30 13F WELLTOWER COM 95040Q104 41,286 16,110 63.99 3,090 73.30 0.1013
2017-05-12 2017-03-31 13F WELLTOWER COM 95040Q104 25,176 1,441 6.07 1,783 12.21 0.0887
2017-02-14 2016-12-31 13F WELLTOWER COM 95040Q104 23,735 6,871 40.74 1,589 26.01 0.0718
2016-11-15 2016-09-30 13F/A-1 WELLTOWER COM 95040Q104 16,864 140 0.84 1,261 -3.00 0.0732
2016-11-14 2016-09-30 13F WELLTOWER COM 95040Q104 7,599 568
2016-08-16 2016-06-30 13F WELLTOWER COM 95040Q104 16,724 3,527 26.73 1,300 42.08 0.0752
2016-05-11 2016-03-31 13F WELLTOWER COM 95040Q104 13,197 3,332 33.78 915 36.36 0.0892
2016-02-10 2015-12-31 13F WELLTOWER COM 95040Q104 9,865 -2,849 -22.41 671 -22.07 0.0828
2015-11-04 2015-09-30 13F WELLTOWER COM 95040Q104 12,714 12,714 861 0.0903
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.