Amalgamated Financial’s Welltower WELL Stock Holding History

Amalgamated Financial’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$10.5M	Buy	+109,521	New	+$9.51M	0.08%	191

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Amalgamated Financial's WELL Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Welltower (WELL) in Q1 2022: 109,521 shares worth $10.5M. The stake represents 0.08% of the portfolio and ranks #191 among its holdings.

846 funds tracked by Wall St. Rank hold WELL as of Q1 2022.

Amalgamated Financial held 109,521 shares of Welltower worth $10.5M as of Q1 2022.
Welltower was a new Amalgamated Financial position in Q1 2022.
Welltower made up 0.08% of Amalgamated Financial's portfolio in Q1 2022, its #191 holding.
846 funds tracked by Wall St. Rank held Welltower as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.