Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$27,630,646
+$2,757,542 QoQ
Shares Held
121,737
-3.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#232
of 1,577 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)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026AMALGAMATED BANK holds $59,800,858 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
121,737 | $27,630,646 | |
| 2 | VTR |
Ventas, Inc.
|
83,778 | $7,439,486 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
133,275 | $6,354,552 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
85,220 | $4,444,223 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
100,054 | $4,037,178 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
152,846 | $3,082,903 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
119,165 | $2,550,131 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
107,156 | $2,090,613 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,630,646 | 121,737 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,873,104 | 125,806 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,443,471 | 126,305 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,800,316 | 127,991 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,858,674 | 122,674 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $18,185,414 | 118,696 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,440,643 | 114,581 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,716,024 | 114,942 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,510,521 | 120,005 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,638,798 | 113,857 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,486,921 | 138,482 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,661,888 | 130,150 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,840,268 | 121,650 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,778,368 | 122,449 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,087,690 | 123,382 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,601,466 | 118,182 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,711,041 | 117,924 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,529,348 | 109,521 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $10,047,440 | 117,144 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,632,477 | 116,899 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,941,086 | 119,628 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,635,527 | 22,833 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,529,684 | 23,672 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,306,900 | 23,723 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,252,971 | 24,212 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,710,221 | 59,201 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||