CITIGROUP INC

Position in WELL — Welltower Inc.

CIK 831001 NEW YORK, NY

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Position in WELL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$294,368,059

+$24,228,980 QoQ

Shares Held

1,296,947

-5.1% QoQ

Ownership

0.184%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#63

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Derivatives in WELL

reported options exposure · as of Sep 30, 2022

CallValue

CallShares

PutValue

$2,328,384

PutShares

36,200

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

CITIGROUP INC holds $619,078,478 across 18 REIT - Healthcare Facilities names. WELL ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,296,947	$294,368,059
2	VTR	Ventas, Inc.	2,095,569	$186,086,526
3	DOC	Healthpeak Properties, Inc.	1,690,209	$36,170,471
4	SBRA	Sabra Health Care REIT, Inc.	1,267,385	$24,726,680
5	OHI	Omega Healthcare Investors Inc	474,285	$22,613,908
6	HR	Healthcare Realty Trust Inc	796,897	$16,073,411
7	CTRE	CareTrust REIT, Inc.	341,321	$13,772,300
8	AHR	American Healthcare REIT, Inc.	158,928	$8,288,095

All Filings in WELL

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,368,059	1,296,947	-5.1%	Shares	Defined	2026-08-03
2026-03-31	$270,139,079	1,366,340	+25.1%	Shares	Defined	2026-05-11
2025-12-31	$202,671,640	1,091,922	+73.2%	Shares	Defined	2026-02-13
2025-09-30	$112,323,503	630,535	-24.2%	Shares	Defined	2025-11-10
2025-06-30	$127,833,103	831,543	-1.6%	Shares	Defined	2025-08-11
2025-03-31	$129,433,184	844,809	+57.9%	Shares	Defined	2025-05-12
2024-12-31	$67,423,148	534,977	+68.7%	Shares	Defined	2025-02-12
2024-09-30	$40,590,372	317,038	-72.9%	Shares	Defined	2024-11-12
2024-06-30	$122,148,993	1,171,693	+100.8%	Shares	Defined	2024-08-12
2024-03-31	$54,518,032	583,455	+29.9%	Shares	Defined	2024-05-10
2023-12-31	$40,514,371	449,311	-4.7%	Shares	Defined	2024-02-09
2023-09-30	$38,625,851	471,507	+3.8%	Shares	Defined	2023-12-06
2023-06-30	$36,754,634	454,378	-23.7%	Shares	Defined	2023-08-10
2023-03-31	$42,695,336	595,555	+25.6%	Shares	Defined	2023-05-11
2022-12-31	$31,084,137	474,205	-28.6%	Shares	Defined	2023-02-09
2022-09-30	$42,727,002	664,288	+32.8%	Shares	Defined	2022-11-10
2022-09-30	$2,328,384	36,200	-75.2%	Put	Defined	2022-11-10
2022-06-30	$41,177,880	500,035	-21.4%	Shares	Defined	2022-08-10
2022-06-30	$12,039,570	146,200	+1823.7%	Put	Defined	2022-08-10
2022-03-31	$61,192,147	636,490	-31.8%	Shares	Defined	2022-05-12
2021-12-31	$80,046,737	933,272	-9.0%	Shares	Defined	2022-02-10
2021-09-30	$84,544,292	1,026,023	-11.0%	Shares	Defined	2021-11-10
2021-06-30	$95,765,103	1,152,408	+3.8%	Shares	Defined	2021-08-10
2021-03-31	$79,498,123	1,109,844	-11.6%	Shares	Defined	2021-05-13
2020-12-31	$81,085,690	1,254,808	+4.1%	Shares	Defined	2021-02-11
2020-12-31	$491,112	7,600	0.0%	Put	Defined	2021-02-11
2020-12-31	$174,474	2,700	-25.0%	Call	Defined	2021-02-11
2020-09-30	$198,324	3,600	-54.4%	Call	Defined	2020-11-12
2020-09-30	$66,421,349	1,205,688	+121.7%	Shares	Defined	2020-11-12
2020-09-30	$418,684	7,600	-23.2%	Put	Defined	2020-11-12
2020-06-30	$408,825	7,900	-11.2%	Call	Defined	2020-08-12
2020-06-30	$28,141,907	543,805	-61.0%	Shares	Defined	2020-08-12
2020-06-30	$512,325	9,900	-98.0%	Put	Defined	2020-08-12
2020-03-31	$63,880,218	1,395,374	—	Shares	Defined	2020-05-12
2020-03-31	$22,990,716	502,200	—	Put	Defined	2020-05-12
2020-03-31	$407,442	8,900	—	Call	Defined	2020-05-12
No filing history on record for this holder in this stock.