Amalgamated Bank

SEC CIK: 0000919192
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Amalgamated Bank, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 121,737
Value: $27.6M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WELL by Amalgamated Bank, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	121,737	$27.6M	0.2%	−4,069−3.2%	Reduced	Holders
Q1 2026	125,806	$24.9M	0.2%	−499−0.4%	Reduced	Holders
Q4 2025	126,305	$23.4M	0.2%	−1,686−1.3%	Reduced	Holders
Q3 2025	127,991	$22.8M	0.2%	+5,317+4.3%	Added	Holders
Q2 2025	122,674	$18.9M	0.1%	+3,978+3.4%	Added	Holders
Q1 2025	118,696	$18.2M	0.2%	+4,115+3.6%	Added	Holders
Q4 2024	114,581	$14.4M	0.1%	−361−0.3%	Reduced	Holders
Q3 2024	114,942	$14.7M	0.1%	−5,063−4.2%	Reduced	Holders
Q2 2024	120,005	$12.5M	0.1%	+6,148+5.4%	Added	Holders
Q1 2024	113,857	$10.6M	0.1%	−24,625−17.8%	Reduced	Holders
Q4 2023	138,482	$12.5M	0.1%	+8,332+6.4%	Added	Holders
Q3 2023	130,150	$10.7M	0.1%	+8,500+7.0%	Added	Holders
Q2 2023	121,650	$9.84M	0.1%	−799−0.7%	Reduced	Holders
Q1 2023	122,449	$8.78M	0.1%	−933−0.8%	Reduced	Holders
Q4 2022	123,382	$8.09M	0.1%	+5,200+4.4%	Added	Holders
Q3 2022	118,182	$7.60M	0.1%	+258+0.2%	Added	Holders
Q2 2022	117,924	$9.71M	0.1%	+8,403+7.7%	Added	Holders
Q1 2022	109,521	$10.5M	0.1%	−7,623−6.5%	Reduced	Holders
Q4 2021	117,144	$10.0M	0.1%	+245+0.2%	Added	Holders
Q3 2021	116,899	$9.63M	0.1%	−2,729−2.3%	Reduced	Holders
Q2 2021	119,628	$9.94M	0.1%	+96,795+423.9%	Added	Holders
Q1 2021	22,833	$1.64M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.