CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in WELL — Welltower Inc.
CIK 1033984
RADNOR, PA
Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$594,480,952
-$4,979,581 QoQ
Shares Held
3,006,833
-6.9% QoQ
Ownership
0.426%
of shares outstanding
% of Portfolio
8.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70.83369778102076.ToString("F0")%
Shared 0.ToString("F0")%
None 29.16630221897924.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $927,301,435 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,006,833 | $594,480,952 | |
| 2 | VTR |
Ventas, Inc.
|
1,890,027 | $154,566,408 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
1,760,382 | $77,139,939 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
1,258,041 | $59,329,213 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
2,543,209 | $41,784,923 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,480,952 | 3,006,833 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $599,460,533 | 3,229,678 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $542,248,362 | 3,043,945 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $502,923,236 | 3,271,471 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $461,659,572 | 3,013,247 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $244,114,312 | 1,936,954 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $211,497,750 | 1,651,939 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $194,899,857 | 1,869,543 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $264,272,801 | 2,828,262 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $260,086,348 | 2,884,400 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $259,217,571 | 3,164,277 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $202,779,905 | 2,506,860 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,973,589 | 683,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,091,984 | 626,880 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $53,721,028 | 835,215 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $134,583,452 | 1,634,286 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $157,418,674 | 1,637,390 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $96,609,955 | 1,126,384 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $120,257,361 | 1,459,434 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $105,617,690 | 1,270,971 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $39,189,489 | 547,110 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $107,239,280 | 1,659,537 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $130,644,778 | 2,371,479 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $82,342,374 | 1,591,157 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $43,660,386 | 953,700 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||