CITIGROUP INC

Position in WELL — Welltower Inc.

CIK 831001 NEW YORK, NY

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$270,139,079

+$67,467,439 QoQ

Shares Held

1,366,340

+25.1% QoQ

Ownership

0.194%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

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 Mar 31, 2026

CITIGROUP INC holds $528,918,618 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,366,340	$270,139,079
2	VTR	Ventas, Inc.	1,827,868	$149,483,044
3	DOC	Healthpeak Properties, Inc.	1,951,217	$32,058,493
4	OHI	Omega Healthcare Investors Inc	466,254	$20,431,249
5	HR	Healthcare Realty Trust Inc	852,954	$14,491,687
6	CTRE	CareTrust REIT, Inc.	287,069	$10,521,078
7	AHR	American Healthcare REIT, Inc.	217,447	$10,254,800
8	SBRA	Sabra Health Care REIT, Inc.	325,744	$6,264,057

All Filings in WELL

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+1735.0%	Shares	Defined	2022-11-10
2022-09-30	$2,328,384	36,200	-92.8%	Put	Defined	2022-11-10
2022-06-30	$41,177,880	500,035	+242.0%	Shares	Defined	2022-08-10
2022-06-30	$12,039,570	146,200	-77.0%	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	+16410.6%	Shares	Defined	2021-02-11
2020-12-31	$491,112	7,600	+181.5%	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	-99.7%	Call	Defined	2020-11-12
2020-09-30	$66,421,349	1,205,688	+15764.3%	Shares	Defined	2020-11-12
2020-09-30	$418,684	7,600	-3.8%	Put	Defined	2020-11-12
2020-06-30	$408,825	7,900	-98.5%	Call	Defined	2020-08-12
2020-06-30	$28,141,907	543,805	+5393.0%	Shares	Defined	2020-08-12
2020-06-30	$512,325	9,900	-99.3%	Put	Defined	2020-08-12
2020-03-31	$63,880,218	1,395,374	+177.9%	Shares	Defined	2020-05-12
2020-03-31	$22,990,716	502,200	+5542.7%	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.