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Lasalle Investment Management Securities’s Welltower WELL Stock Holding History

Lasalle Investment Management Securities’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$240M Buy
1,212,631
+72,232
+6% +$14.3M 9.48% 2
2025
Q4 		$212M Sell
1,140,399
-52,888
-4% -$9.88M 8.48% 2
2025
Q3 		$213M Sell
1,193,287
-229,212
-16% -$37.7M 8.35% 2
2025
Q2 		$219M Buy
1,422,499
+121,884
+9% +$18.2M 8.95% 2
2025
Q1 		$199M Sell
1,300,615
-139,019
-10% -$19.8M 8.72% 2
2024
Q4 		$181M Buy
1,439,634
+96,853
+7% +$12.7M 7.67% 2
2024
Q3 		$172M Buy
1,342,781
+402,263
+43% +$46.9M 6.58% 4
2024
Q2 		$98M Buy
940,518
+234,123
+33% +$22.9M 4.2% 8
2024
Q1 		$66M Buy
706,395
+2,107
+0.3% +$191K 2.72% 14
2023
Q4 		$63.5M Buy
704,288
+4,651
+0.7% +$404K 2.51% 19
2023
Q3 		$57.3M Sell
699,637
-403,061
-37% -$33.1M 2.56% 16
2023
Q2 		$89.2M Sell
1,102,698
-99,626
-8% -$7.68M 3.53% 12
2023
Q1 		$86.2M Sell
1,202,324
-213,044
-15% -$15.5M 3.42% 12
2022
Q4 		$92.8M Buy
1,415,368
+7,398
+0.5% +$476K 3.81% 11
2022
Q3 		$90.6M Buy
1,407,970
+183,136
+15% +$14.3M 3.9% 8
2022
Q2 		$101M Sell
1,224,834
-39,903
-3% -$3.55M 3.77% 8
2022
Q1 		$122M Buy
1,264,737
+474,173
+60% +$41.2M 3.88% 7
2021
Q4 		$67.8M Sell
790,564
-2,152
-0.3% -$179K 2.02% 21
2021
Q3 		$65.3M Sell
792,716
-8,888
-1% -$764K 2.12% 22
2021
Q2 		$66.6M Sell
801,604
-908,471
-53% -$69.5M 2.08% 22
2021
Q1 		$122M Sell
1,710,075
-435,929
-20% -$29.3M 3.87% 10
2020
Q4 		$139M Sell
2,146,004
-773,536
-26% -$47M 4.38% 6
2020
Q3 		$161M Buy
2,919,540
+486,518
+20% +$26.7M 5.36% 6
2020
Q2 		$126M Sell
2,433,022
-119,553
-5% -$5.88M 4.18% 8
2020
Q1 		$117M Buy
2,552,575
+110,462
+5% +$8.15M 4.49% 7
2019
Q4 		$200M Buy
2,442,113
+49,869
+2% +$4.27M 5.31% 4
2019
Q3 		$217M Sell
2,392,244
-146,138
-6% -$12.7M 5.55% 3
2019
Q2 		$207M Buy
2,538,382
+2,347,679
+1,231% +$185M 5.58% 5
2019
Q1 		$14.8M Sell
190,703
-3,232,745
-94% -$243M 0.38% 39
2018
Q4 		$238M Sell
3,423,448
-1,397,064
-29% -$95M 6.47% 5
2018
Q3 		$310M Sell
4,820,512
-410,292
-8% -$26.5M 6.73% 4
2018
Q2 		$328M Sell
5,230,804
-686,463
-12% -$38.3M 6.74% 5
2018
Q1 		$322M Buy
5,917,267
+275,948
+5% +$15.6M 6.51% 3
2017
Q4 		$360M Sell
5,641,319
-256,689
-4% -$17.2M 5.94% 4
2017
Q3 		$415M Sell
5,898,008
-896,188
-13% -$65.2M 6.33% 3
2017
Q2 		$509M Sell
6,794,196
-1,976,835
-23% -$145M 6.44% 3
2017
Q1 		$621M Sell
8,771,031
-1,493,660
-15% -$101M 7.26% 3
2016
Q4 		$687M Buy
10,264,691
+135,470
+1% +$8.97M 7.23% 3
2016
Q3 		$757M Buy
10,129,221
+498,032
+5% +$38.1M 7.24% 3
2016
Q2 		$734M Buy
9,631,189
+519,997
+6% +$36.9M 6.9% 3
2016
Q1 		$632M Buy
9,111,192
+3,453,182
+61% +$223M 6.34% 3
2015
Q4 		$385M Buy
5,658,010
+2,384,464
+73% +$156M 4.26% 8
2015
Q3 		$222M Buy
3,273,546
+794,819
+32% +$53.1M 2.61% 12
2015
Q2 		$163M Buy
2,478,727
+1,355,406
+121% +$97.2M 1.97% 16
2015
Q1 		$86.9M Buy
+1,123,321
New +$88.4M 0.99% 28

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lasalle Investment Management Securities's WELL Position: Q1 2026 in Review

Lasalle Investment Management Securities increased its Welltower (WELL) stake by 6.3% in Q1 2026, buying an estimated $14.3M and bringing the position to 1,212,631 shares worth $240M. The position accounts for 9.48% of the portfolio, ranked #2.

Lasalle Investment Management Securities first reported a position in WELL in Q1 2015 and has held it in 45 quarters since. The position peaked at $757M in Q3 2016. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Lasalle Investment Management Securities held 1,212,631 shares of Welltower worth $240M as of Q1 2026.
  • Lasalle Investment Management Securities bought 72,232 Welltower shares in Q1 2026, an estimated $14.3M.
  • Welltower made up 9.48% of Lasalle Investment Management Securities's portfolio in Q1 2026, its #2 holding.
  • Lasalle Investment Management Securities first reported a position in Welltower in Q1 2015 and has held it in 45 quarters since.
  • Lasalle Investment Management Securities's Welltower position peaked at $757M in Q3 2016.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Lasalle Investment Management Securities's 13F filing for Q1 2026, filed 13 May 2026.