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Livermore
Livermore
ZHEN

Bamco Inc

SEC CIK
0001017918
Latest filing
Aug 14, 2026

WELL holding history

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

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
1,232,060
Value
$279.6M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of WELL by Bamco Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,232,060$279.6M0.4%−112,881−8.4%ReducedHolders
Q1 20261,344,941$265.9M0.8%+67,449+5.3%AddedHolders
Q4 20251,277,492$237.1M0.6%+90,558+7.6%AddedHolders
Q3 20251,186,934$211.4M0.6%−41,512−3.4%ReducedHolders
Q2 20251,228,446$188.8M0.5%−93,801−7.1%ReducedHolders
Q1 20251,322,247$202.6M0.6%+170,752+14.8%AddedHolders
Q4 20241,151,495$145.1M0.4%+176,736+18.1%AddedHolders
Q3 2024974,759$124.8M0.3%+164,685+20.3%AddedHolders
Q2 2024810,074$84.5M0.2%+134,711+19.9%AddedHolders
Q1 2024675,363$63.1M0.2%−9,152−1.3%ReducedHolders
Q4 2023684,515$61.7M0.2%+50,370+7.9%AddedHolders
Q3 2023634,145$51.9M0.2%+82,197+14.9%AddedHolders
Q2 2023551,948$44.6M0.1%+60,411+12.3%AddedHolders
Q1 2023491,537$35.2M0.1%+454,453+1,225.5%AddedHolders
Q4 202237,084$2.43M<0.1%+15,269+70.0%AddedHolders
Q3 202221,815$1.40M<0.1%−17,442−44.4%ReducedHolders
Q2 202239,257$3.23M<0.1%−500−1.3%ReducedHolders
Q1 202239,757$3.82M<0.1%+39,757NewHolders
Q4 20210$00.0%−12,064−100.0%Sold outHolders
Q3 202112,064$994.0K<0.1%−837−6.5%ReducedHolders
Q2 202112,901$1.07M<0.1%+1,755+15.7%AddedHolders
Q1 202111,146$798.0K<0.1%––Holders

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