BANK OF AMERICA CORP /DE/

Bank

Position in WELL — Welltower Inc.

CIK 70858 CHARLOTTE, NC

Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,425,089,051

+$124,797,502 QoQ

Shares Held

19,496,361

-10.4% QoQ

Ownership

2.76%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Derivatives in WELL

reported options exposure · as of Mar 31, 2024

CallValue

$13,203,072

CallShares

141,300

PutValue

$3,793,664

PutShares

40,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $5,726,555,818 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (77.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	19,496,361	$4,425,089,051
2	VTR	Ventas, Inc.	4,396,344	$390,395,345
3	AHR	American Healthcare REIT, Inc.	4,531,958	$236,341,606
4	DOC	Healthpeak Properties, Inc.	10,962,604	$234,599,722
5	OHI	Omega Healthcare Investors Inc	2,891,700	$137,876,253
6	SBRA	Sabra Health Care REIT, Inc.	5,300,762	$103,417,865
7	NHI	National Health Investors Inc	1,019,379	$77,737,841
8	CTRE	CareTrust REIT, Inc.	1,138,415	$45,935,043

All Filings in WELL

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,425,089,051	19,496,361	-10.4%	Shares	Defined	2026-08-14
2026-03-31	$4,300,291,549	21,750,501	+6.6%	Shares	Defined	2026-05-18
2025-12-31	$3,787,048,713	20,403,258	+5.3%	Shares	Defined	2026-02-17
2025-09-30	$3,452,102,019	19,378,590	+1.9%	Shares	Defined	2026-02-03
2025-06-30	$2,922,580,551	19,011,127	-6.7%	Shares	Defined	2025-08-14
2025-03-31	$3,121,424,545	20,373,504	+8.9%	Shares	Defined	2025-05-15
2024-12-31	$2,357,616,487	18,706,788	+9.7%	Shares	Defined	2025-02-14
2024-09-30	$2,183,446,277	17,054,177	-4.5%	Shares	Defined	2024-11-14
2024-06-30	$1,860,864,270	17,850,017	+10.2%	Shares	Defined	2024-08-14
2024-03-31	$1,514,011,493	16,203,034	+8.7%	Shares	Defined	2024-05-15
2024-03-31	$13,203,072	141,300	+517.0%	Call	Defined	2024-05-15
2024-03-31	$3,793,664	40,600	+93.3%	Put	Defined	2024-05-15
2023-12-31	$2,064,893	22,900	0.0%	Call	Defined	2024-02-14
2023-12-31	$1,343,574,023	14,900,455	+373.7%	Shares	Defined	2024-02-14
2023-12-31	$1,893,570	21,000	0.0%	Put	Defined	2024-02-14
2023-09-30	$1,720,320	21,000	0.0%	Put	Defined	2023-11-14
2023-09-30	$1,875,968	22,900	-46.5%	Call	Defined	2023-11-14
2023-09-30	$257,665,921	3,145,336	+44.2%	Shares	Defined	2023-11-14
2023-06-30	$3,462,092	42,800	+195.2%	Call	Defined	2023-08-14
2023-06-30	$176,458,942	2,181,468	-29.9%	Shares	Defined	2023-08-14
2023-06-30	$1,698,690	21,000	—	Put	Defined	2023-08-14
2023-03-31	$223,147,452	3,112,672	+16.6%	Shares	Defined	2023-05-12
2022-12-31	$175,043,734	2,670,385	-35.6%	Shares	Defined	2023-02-10
2022-09-30	$266,733,557	4,146,977	-3.4%	Shares	Defined	2022-11-14
2022-06-30	$353,518,665	4,292,880	+139.3%	Shares	Defined	2022-08-12
2022-03-31	$172,433,336	1,793,565	-28.1%	Shares	Defined	2022-05-16
2021-12-31	$213,812,599	2,492,860	+6.3%	Shares	Defined	2022-02-08
2021-09-30	$193,306,772	2,345,956	+26.0%	Shares	Defined	2021-11-15
2021-06-30	$154,752,723	1,862,247	+3.2%	Shares	Defined	2021-09-13
2021-03-31	$129,279,109	1,804,818	-4.0%	Shares	Defined	2021-05-14
2020-12-31	$121,483,852	1,879,973	-21.4%	Shares	Defined	2021-02-10
2020-12-31	$936,990	14,500	—	Call	Defined	2021-02-10
2020-09-30	$131,844,028	2,393,248	-1.2%	Shares	Defined	2020-11-13
2020-06-30	$125,405,461	2,423,294	-31.4%	Shares	Defined	2020-08-14
2020-03-31	$161,632,284	3,530,631	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.