Amalgamated Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.6M | Sell |
121,737
-4,069
| -3% | -$860K | 0.19% | 75 |
|
|
2026
Q1 | $24.9M | Sell |
125,806
-499
| -0.4% | -$98.6K | 0.19% | 81 |
|
|
2025
Q4 | $23.4M | Sell |
126,305
-1,686
| -1% | -$315K | 0.17% | 89 |
|
|
2025
Q3 | $22.8M | Buy |
127,991
+5,317
| +4% | +$874K | 0.16% | 94 |
|
|
2025
Q2 | $18.9M | Buy |
122,674
+3,978
| +3% | +$594K | 0.15% | 113 |
|
|
2025
Q1 | $18.2M | Buy |
118,696
+4,115
| +4% | +$586K | 0.16% | 109 |
|
|
2024
Q4 | $14.4M | Sell |
114,581
-361
| -0.3% | -$47.4K | 0.12% | 135 |
|
|
2024
Q3 | $14.7M | Sell |
114,942
-5,063
| -4% | -$591K | 0.12% | 136 |
|
|
2024
Q2 | $12.5M | Buy |
120,005
+6,148
| +5% | +$603K | 0.11% | 146 |
|
|
2024
Q1 | $10.6M | Sell |
113,857
-24,625
| -18% | -$2.23M | 0.09% | 176 |
|
|
2023
Q4 | $12.5M | Buy |
138,482
+8,332
| +6% | +$723K | 0.1% | 164 |
|
|
2023
Q3 | $10.7M | Buy |
130,150
+8,500
| +7% | +$699K | 0.09% | 183 |
|
|
2023
Q2 | $9.84M | Sell |
121,650
-799
| -0.7% | -$61.6K | 0.08% | 213 |
|
|
2023
Q1 | $8.78M | Sell |
122,449
-933
| -0.8% | -$67.7K | 0.07% | 234 |
|
|
2022
Q4 | $8.09M | Buy |
123,382
+5,200
| +4% | +$334K | 0.07% | 253 |
|
|
2022
Q3 | $7.6M | Buy |
118,182
+258
| +0.2% | +$20.2K | 0.07% | 245 |
|
|
2022
Q2 | $9.71M | Buy |
117,924
+8,403
| +8% | +$748K | 0.09% | 188 |
|
|
2022
Q1 | $10.5M | Sell |
109,521
-7,623
| -7% | -$662K | 0.08% | 197 |
|
|
2021
Q4 | $10M | Buy |
117,144
+245
| +0.2% | +$20.4K | 0.07% | 228 |
|
|
2021
Q3 | $9.63M | Sell |
116,899
-2,729
| -2% | -$235K | 0.08% | 211 |
|
|
2021
Q2 | $9.94M | Buy |
119,628
+96,795
| +424% | +$7.41M | 0.08% | 214 |
|
|
2021
Q1 | $1.64M | Sell |
22,833
-839
| -4% | -$56.3K | 0.06% | 315 |
|
|
2020
Q4 | $1.53M | Sell |
23,672
-51
| -0.2% | -$3.1K | 0.06% | 343 |
|
|
2020
Q3 | $1.31M | Sell |
23,723
-489
| -2% | -$26.9K | 0.06% | 335 |
|
|
2020
Q2 | $1.25M | Sell |
24,212
-34,989
| -59% | -$1.72M | 0.06% | 323 |
|
|
2020
Q1 | $2.71M | Sell |
59,201
-1,985
| -3% | -$146K | 0.07% | 267 |
|
|
2019
Q4 | $5M | Buy |
61,186
+4,160
| +7% | +$356K | 0.09% | 190 |
|
|
2019
Q3 | $5.17M | Sell |
57,026
-1,184
| -2% | -$103K | 0.11% | 173 |
|
|
2019
Q2 | $4.75M | Buy |
58,210
+10,845
| +23% | +$853K | 0.11% | 172 |
|
|
2019
Q1 | $3.68M | Buy |
47,365
+1,433
| +3% | +$108K | 0.09% | 205 |
|
|
2018
Q4 | $3.19M | Sell |
45,932
-831
| -2% | -$56.5K | 0.09% | 195 |
|
|
2018
Q3 | $3.01M | Sell |
46,763
-1,108
| -2% | -$71.6K | 0.07% | 242 |
|
|
2018
Q2 | $3M | Buy |
47,871
+1,762
| +4% | +$98.2K | 0.07% | 231 |
|
|
2018
Q1 | $2.51M | Sell |
46,109
-119
| -0.3% | -$6.72K | 0.07% | 282 |
|
|
2017
Q4 | $2.95M | Buy |
46,228
+4,123
| +10% | +$277K | 0.08% | 232 |
|
|
2017
Q3 | $2.96M | Buy |
42,105
+819
| +2% | +$59.6K | 0.09% | 200 |
|
|
2017
Q2 | $3.09M | Buy |
41,286
+16,110
| +64% | +$1.18M | 0.1% | 188 |
|
|
2017
Q1 | $1.78M | Buy |
25,176
+1,441
| +6% | +$97.2K | 0.09% | 213 |
|
|
2016
Q4 | $1.59M | Buy |
23,735
+6,871
| +41% | +$455K | 0.07% | 255 |
|
|
2016
Q3 | $1.26M | Buy |
16,864
+140
| +0.8% | +$10.7K | 0.07% | 259 |
|
|
2016
Q2 | $1.3M | Buy |
16,724
+3,527
| +27% | +$250K | 0.08% | 247 |
|
|
2016
Q1 | $915K | Buy |
13,197
+3,332
| +34% | +$215K | 0.09% | 230 |
|
|
2015
Q4 | $671K | Sell |
9,865
-2,849
| -22% | -$186K | 0.08% | 297 |
|
|
2015
Q3 | $861K | Buy |
12,714
+419
| +3% | +$28K | 0.09% | 225 |
|
|
2015
Q2 | $807K | Buy |
12,295
+630
| +5% | +$45.2K | 0.08% | 284 |
|
|
2015
Q1 | $902K | Buy |
11,665
+3,388
| +41% | +$267K | 0.11% | 207 |
|
|
2014
Q4 | $626K | Sell |
8,277
-1,256
| -13% | -$89.7K | 0.1% | 253 |
|
|
2014
Q3 | $595K | Buy |
9,533
+879
| +10% | +$56.7K | 0.09% | 276 |
|
|
2014
Q2 | $542K | Buy |
8,654
+1,726
| +25% | +$109K | 0.08% | 305 |
|
|
2014
Q1 | $413K | Sell |
6,928
-133
| -2% | -$7.6K | 0.07% | 396 |
|
|
2013
Q4 | $378K | Buy |
+7,061
| New | +$420K | 0.06% | 442 |
|
Other funds holding WELL
CIM
DPIM
Amalgamated Bank's WELL Position: Q2 2026 in Review
Amalgamated Bank reduced its Welltower (WELL) stake by 3.2% in Q2 2026, selling an estimated $860K and leaving 121,737 shares worth $27.6M. The position accounts for 0.19% of the portfolio, ranked #75.
Amalgamated Bank first reported a position in WELL in Q4 2013 and has held it in 51 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Amalgamated Bank held 121,737 shares of Welltower worth $27.6M as of Q2 2026.
- Amalgamated Bank sold 4,069 Welltower shares in Q2 2026, an estimated $860K.
- Welltower made up 0.19% of Amalgamated Bank's portfolio in Q2 2026, its #75 holding.
- Amalgamated Bank first reported a position in Welltower in Q4 2013 and has held it in 51 quarters since.
- 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.