Heitman Real Estate Securities LLC

Broker-Dealer

Position in WELL — Welltower Inc.

CIK 1080117 Chicago, IL

Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$207,841,195

+$46,555,309 QoQ

Shares Held

915,721

+12.3% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

13.34%

of 13F equity value

Holder Rank

#86

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Heitman Real Estate Securities LLC holds $276,506,273 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	915,721	$207,841,195
2	VTR	Ventas, Inc.	366,864	$32,577,523
3	DOC	Healthpeak Properties, Inc.	815,779	$17,457,670
4	CTRE	CareTrust REIT, Inc.	431,378	$17,406,102
5	OHI	Omega Healthcare Investors Inc	16,566	$789,866
6	HR	Healthcare Realty Trust Inc	21,513	$433,917

All Filings in WELL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,841,195	915,721	+12.3%	Shares	Defined	2026-08-14
2026-03-31	$161,285,886	815,770	-8.6%	Shares	Defined	2026-05-15
2025-12-31	$165,696,088	892,711	-8.8%	Shares	Defined	2026-02-13
2025-09-30	$174,320,322	978,558	-3.1%	Shares	Defined	2025-11-13
2025-06-30	$155,312,342	1,010,293	-6.5%	Shares	Defined	2025-08-14
2025-03-31	$165,499,127	1,080,211	+66.6%	Shares	Defined	2025-05-15
2024-12-31	$81,729,446	648,492	+5.2%	Shares	Defined	2025-02-14
2024-09-30	$78,885,428	616,148	-40.2%	Shares	Defined	2024-11-14
2024-06-30	$107,332,359	1,029,567	-26.5%	Shares	Defined	2024-08-14
2024-03-31	$130,853,843	1,400,405	+30.2%	Shares	Defined	2024-05-15
2023-12-31	$97,014,263	1,075,904	-14.5%	Shares	Defined	2024-02-14
2023-09-30	$103,098,368	1,258,525	-7.6%	Shares	Defined	2023-11-14
2023-06-30	$110,175,092	1,362,036	-15.8%	Shares	Defined	2023-08-15
2023-03-31	$115,975,923	1,617,742	+1.2%	Shares	Defined	2023-05-15
2022-12-31	$104,814,515	1,599,001	-5.6%	Shares	Defined	2023-02-14
2022-09-30	$108,941,614	1,693,744	+6.5%	Shares	Defined	2022-11-14
2022-06-30	$131,018,767	1,590,999	+7.2%	Shares	Defined	2022-08-15
2022-03-31	$142,682,239	1,484,109	+16.0%	Shares	Defined	2022-05-16
2021-12-31	$109,744,687	1,279,523	-8.4%	Shares	Defined	2022-02-14
2021-09-30	$115,118,485	1,397,069	-22.8%	Shares	Defined	2021-11-15
2021-06-30	$150,292,416	1,808,573	+48.2%	Shares	Defined	2021-08-25
2021-03-31	$87,442,179	1,220,748	+3.9%	Shares	Defined	2021-05-14
2020-12-31	$75,957,708	1,175,452	-24.5%	Shares	Defined	2021-02-16
2020-09-30	$85,746,317	1,556,477	+22.6%	Shares	Defined	2020-11-13
2020-06-30	$65,718,153	1,269,916	+19.3%	Shares	Defined	2020-08-14
2020-03-31	$48,750,114	1,064,878	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.