BAMCO INC /NY/

Position in WELL — Welltower Inc.

CIK 1017918 NEW YORK, NY

Position in WELL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$265,908,285

+$28,792,995 QoQ

Shares Held

1,344,941

+5.3% QoQ

Ownership

0.191%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

BAMCO INC /NY/ holds $357,180,586 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (74.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,344,941	$265,908,285
2	VTR	Ventas, Inc.	998,339	$81,644,163
3	AHR	American Healthcare REIT, Inc.	204,159	$9,628,138

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$265,908,285	1,344,941	+5.3%	Shares	Defined	2026-05-15
2025-12-31	$237,115,290	1,277,492	+7.6%	Shares	Defined	2026-02-17
2025-09-30	$211,440,422	1,186,934	-3.4%	Shares	Defined	2025-11-14
2025-06-30	$188,849,003	1,228,446	-7.1%	Shares	Defined	2025-08-14
2025-03-31	$202,581,462	1,322,247	+14.8%	Shares	Defined	2025-05-15
2024-12-31	$145,122,914	1,151,495	+18.1%	Shares	Defined	2025-02-14
2024-09-30	$124,798,394	974,759	+20.3%	Shares	Defined	2024-11-14
2024-06-30	$84,450,214	810,074	+19.9%	Shares	Defined	2024-08-14
2024-03-31	$63,105,918	675,363	-1.3%	Shares	Defined	2024-05-15
2023-12-31	$61,722,717	684,515	+7.9%	Shares	Defined	2024-02-14
2023-09-30	$51,949,158	634,145	+14.9%	Shares	Defined	2023-11-14
2023-06-30	$44,647,073	551,948	+12.3%	Shares	Defined	2023-08-14
2023-03-31	$35,238,287	491,537	+1225.5%	Shares	Defined	2023-05-15
2022-12-31	$2,430,856	37,084	+70.0%	Shares	Defined	2023-02-14
2022-09-30	$1,403,140	21,815	-44.4%	Shares	Defined	2022-11-14
2022-06-30	$3,232,813	39,257	-1.3%	Shares	Defined	2022-08-15
2022-03-31	$3,822,237	39,757	+229.6%	Shares	Defined	2022-05-13
2021-09-30	$994,073	12,064	-6.5%	Shares	Defined	2021-11-12
2021-06-30	$1,072,073	12,901	+15.7%	Shares	Defined	2021-08-13
2021-03-31	$798,387	11,146	—	Shares	Defined	2021-05-19
No filing history on record for this holder in this stock.