LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
Broker-DealerPosition in WELL — Welltower Inc.
CIK 1085601
BALTIMORE, MD
Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$287,235,074
+$47,485,799 QoQ
Shares Held
1,265,520
+4.4% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
10.22%
of 13F equity value
Holder Rank
#65
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LASALLE INVESTMENT MANAGEMENT SECURITIES LLC holds $493,792,042 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,265,520 | $287,235,074 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
4,278,884 | $83,481,026 | |
| 3 | VTR |
Ventas, Inc.
|
704,366 | $62,547,700 | |
| 4 | NHP |
National Healthcare Properties, Inc.
|
3,351,644 | $49,101,584 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
533,956 | $11,426,658 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,235,074 | 1,265,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $239,749,275 | 1,212,631 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $211,669,458 | 1,140,399 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $212,572,146 | 1,193,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $218,680,771 | 1,422,499 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $199,267,224 | 1,300,615 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $181,437,073 | 1,439,634 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $171,916,251 | 1,342,781 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $98,049,001 | 940,518 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $66,005,548 | 706,395 | Shares | Sole | 2024-06-14 | |
| 2023-12-31 | $63,505,648 | 704,288 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $57,314,263 | 699,637 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $89,197,241 | 1,102,698 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $86,194,607 | 1,202,324 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $92,777,372 | 1,415,368 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $90,560,630 | 1,407,970 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $100,865,079 | 1,224,834 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $121,591,815 | 1,264,737 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,806,674 | 790,564 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $65,319,798 | 792,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $66,613,292 | 801,604 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $122,492,672 | 1,710,075 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $138,674,778 | 2,146,004 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $160,837,458 | 2,919,540 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $125,908,888 | 2,433,022 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $116,856,883 | 2,552,575 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||