SEC 13F Intelligence

Lasalle Investment Management Securities LLC / WELL

Lasalle Investment Management Securities LLC’s Welltower Inc Position

Does Lasalle Investment Management Securities LLC own Welltower Inc (WELL)? Yes — 1.21M shares worth $240M (+9.48% of its 13F portfolio) as of Q1 2026, up from 1.14M shares the prior filed quarter.

Position Value
$240M
Q1 2026
Shares
1.21M
% of Portfolio
+9.48%
Quarters Held
29
currently held

Position History WELL

Reported value by quarter
Q4 ’18: $238MQ4 ’18Q1 ’19: $15MQ2 ’19: $207MQ3 ’19: $217MQ4 ’19: $200MQ4 ’19Q1 ’20: $117MQ2 ’20: $126MQ3 ’20: $161MQ4 ’20: $139MQ4 ’20Q1 ’21: $122MQ2 ’21: $67MQ3 ’21: $65MQ4 ’21: $68MQ4 ’21Q1 ’22: $122MQ2 ’22: $101MQ3 ’22: $91MQ4 ’22: $93MQ4 ’22Q1 ’23: $86MQ2 ’23: $89MQ3 ’23: $57MQ4 ’23: $64MQ4 ’23Q2 ’24: $98MQ3 ’24: $172MQ4 ’24: $181MQ1 ’25: $199MQ1 ’25Q2 ’25: $219MQ3 ’25: $213MQ4 ’25: $212MQ1 ’26: $240MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.21M$240M+9.48%
Q4 20251.14M$212M+8.48%
Q3 20251.19M$213M+8.35%
Q2 20251.42M$219M+8.95%
Q1 20251.30M$199M+8.72%
Q4 20241.44M$181M+7.67%
Q3 20241.34M$172M+6.58%
Q2 2024940.5K$98M+4.20%
Q4 2023704.3K$64M+2.51%
Q3 2023699.6K$57M+2.56%
Q2 20231.10M$89M+3.53%
Q1 20231.20M$86M+3.42%
Q4 20221.42M$93M+3.81%
Q3 20221.41M$91M+3.90%
Q2 20221.22M$101M+3.77%
Q1 20221.26M$122M+3.88%
Q4 2021790.6K$68M+2.02%
Q3 2021792.7K$65M+2.12%
Q2 2021801.6K$67M+2.08%
Q1 20211.71M$122M+3.87%
Q4 20202.15M$139M+4.38%
Q3 20202.92M$161M+5.36%
Q2 20202.43M$126M+4.18%
Q1 20202.55M$117M+4.49%
Q4 20192.44M$200M+5.31%
Q3 20192.39M$217M+5.55%
Q2 20192.54M$207M+5.58%
Q1 2019190.7K$15M+0.38%
Q4 20183.42M$238M+6.47%

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