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CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC on WELL, newest first. How the timeline and the estimate are built.

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC held 2,843,632 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,843,632 shares
    Change vs previous 13F -163,201 shares

    8.98% of the 13F portfolio, value $645,419,155.

    13F-HR 0001033984-26-000012 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,006,833 shares
    Change vs previous 13F -222,845 shares

    8.81% of the 13F portfolio, value $594,480,952.

    13F-HR 0001033984-26-000008 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,229,678 shares
    Change vs previous 13F +185,733 shares

    8.8% of the 13F portfolio, value $599,460,534.

    13F-HR 0001033984-26-000005 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,043,945 shares
    Change vs previous 13F -227,526 shares

    7.73% of the 13F portfolio, value $542,248,362.

    13F-HR 0001033984-25-000019 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,271,471 shares
    Change vs previous 13F +258,224 shares

    7.63% of the 13F portfolio, value $502,923,237.

    13F-HR 0001033984-25-000016 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,013,247 shares
    Change vs previous 13F +1,076,293 shares

    7.07% of the 13F portfolio, value $461,659,573.

    13F-HR 0001033984-25-000004 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,936,954 shares
    Change vs previous 13F +285,015 shares

    4.32% of the 13F portfolio, value $244,114,313.

    13F-HR 0001033984-25-000003 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,651,939 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $211,497,750.

    13F-HR 0001033984-24-000007 filed by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).