Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$373,138
-$37,307 QoQ
Shares Held
1,644
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,033
of 1,581 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LaSalle St. Investment Advisors, LLC holds $373,138 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,644 | $373,138 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,138 | 1,644 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $410,445 | 2,076 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $432,100 | 2,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $363,405 | 2,040 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $320,065 | 2,082 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,345 | 2,117 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $264,663 | 2,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $283,842 | 2,217 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,103 | 2,236 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||