SEC 13F Intelligence

Cbre Investment Management Listed Real Assets LLC / WELL

Cbre Investment Management Listed Real Assets LLC’s Welltower Inc Position

Does Cbre Investment Management Listed Real Assets LLC own Welltower Inc (WELL)? Yes3.01M shares worth $594M (+8.81% of its 13F portfolio) as of Q1 2026, down from 3.23M shares the prior filed quarter.

Position Value
$594M
Q1 2026
Shares
3.01M
% of Portfolio
+8.81%
Quarters Held
30
currently held

Position History WELL

Reported value by quarter
Q4 ’18: $364MQ4 ’18Q1 ’19: $360MQ2 ’19: $264MQ3 ’19: $210MQ4 ’19: $133MQ4 ’19Q1 ’20: $44MQ2 ’20: $82MQ3 ’20: $131MQ4 ’20: $107MQ4 ’20Q1 ’21: $39MQ2 ’21: $106MQ3 ’21: $120MQ4 ’21: $97MQ4 ’21Q1 ’22: $157MQ2 ’22: $135MQ3 ’22: $54MQ4 ’22: $41MQ4 ’22Q1 ’23: $49MQ2 ’23: $203MQ3 ’23: $259MQ4 ’23: $260MQ4 ’23Q1 ’24: $264MQ2 ’24: $195MQ3 ’24: $211MQ4 ’24: $244MQ4 ’24Q1 ’25: $462MQ2 ’25: $503MQ3 ’25: $542MQ4 ’25: $599MQ4 ’25Q1 ’26: $594Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.01M$594M+8.81%
Q4 20253.23M$599M+8.80%
Q3 20253.04M$542M+7.73%
Q2 20253.27M$503M+7.63%
Q1 20253.01M$462M+7.07%
Q4 20241.94M$244M+4.32%
Q3 20241.65M$211M+3.36%
Q2 20241.87M$195M+3.57%
Q1 20242.83M$264M+4.89%
Q4 20232.88M$260M+4.72%
Q3 20233.16M$259M+5.21%
Q2 20232.51M$203M+3.63%
Q1 2023683.1K$49M+0.86%
Q4 2022626.9K$41M+0.72%
Q3 2022835.2K$54M+0.98%
Q2 20221.63M$135M+2.11%
Q1 20221.64M$157M+2.19%
Q4 20211.13M$97M+1.38%
Q3 20211.46M$120M+2.12%
Q2 20211.27M$106M+1.97%
Q1 2021547.1K$39M+0.78%
Q4 20201.66M$107M+2.39%
Q3 20202.37M$131M+3.13%
Q2 20201.59M$82M+1.97%
Q1 2020953.7K$44M+1.21%
Q4 20191.62M$133M+2.71%
Q3 20192.32M$210M+4.51%
Q2 20193.23M$264M+5.55%
Q1 20194.63M$360M+5.88%
Q4 20185.24M$364M+5.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cbre Investment Management Listed Real Assets LLC’s full portfolio or all institutional holders of WELL.