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LaSalle St. Investment Advisors’s Welltower WELL Stock Holding History

LaSalle St. Investment Advisors’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
Q2 		$373K Sell
1,644
-432
-21% -$91.3K 0.05% 280
2026
Q1 		$411K Sell
2,076
-252
-11% -$49.8K 0.06% 232
2025
Q4 		$432K Buy
2,328
+288
+14% +$53.8K 0.07% 211
2025
Q3 		$363K Sell
2,040
-42
-2% -$6.9K 0.07% 221
2025
Q2 		$320K Sell
2,082
-35
-2% -$5.23K 0.09% 216
2025
Q1 		$324K Buy
2,117
+17
+0.8% +$2.42K 0.08% 210
2024
Q4 		$264K Sell
2,100
-117
-5% -$15.4K 0.08% 216
2024
Q3 		$283K Sell
2,217
-19
-0.8% -$2.22K 0.11% 151
2024
Q2 		$233K Buy
+2,236
New +$219K 0.12% 142

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LaSalle St. Investment Advisors's WELL Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Welltower (WELL) stake by 21% in Q2 2026, selling an estimated $91.3K and leaving 1,644 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #280.

LaSalle St. Investment Advisors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • LaSalle St. Investment Advisors held 1,644 shares of Welltower worth $373K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 432 Welltower shares in Q2 2026, an estimated $91.3K.
  • Welltower made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #280 holding.
  • LaSalle St. Investment Advisors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • LaSalle St. Investment Advisors's Welltower position peaked at $432K in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.