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Heitman Real Estate Securities LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heitman Real Estate Securities LLC on WELL, newest first. How the timeline and the estimate are built.

Heitman Real Estate Securities LLC held 915,721 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 915,721 shares
    Change vs previous 13F +99,951 shares

    13.34% of the 13F portfolio, value $207,841,195.

    13F-HR 0001140361-26-033050 filed by Heitman Real Estate Securities 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 815,770 shares
    Change vs previous 13F -76,941 shares

    11.59% of the 13F portfolio, value $161,285,887.

    13F-HR 0001140361-26-021618 filed by Heitman Real Estate Securities 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 892,711 shares
    Change vs previous 13F -85,847 shares

    11.65% of the 13F portfolio, value $165,696,089.

    13F-HR 0001140361-26-005350 filed by Heitman Real Estate Securities 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 978,558 shares
    Change vs previous 13F -31,735 shares

    11.91% of the 13F portfolio, value $174,320,322.

    13F-HR 0001140361-25-041959 filed by Heitman Real Estate Securities 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 1,010,293 shares
    Change vs previous 13F -69,918 shares

    11.01% of the 13F portfolio, value $155,312,343.

    13F-HR 0001140361-25-031184 filed by Heitman Real Estate Securities 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 1,080,211 shares
    Change vs previous 13F +431,719 shares

    10.72% of the 13F portfolio, value $165,499,127.

    13F-HR 0001140361-25-019207 filed by Heitman Real Estate Securities 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 648,492 shares
    Change vs previous 13F +32,344 shares

    5.26% of the 13F portfolio, value $81,729,447.

    13F-HR 0001140361-25-004606 filed by Heitman Real Estate Securities 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 616,148 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $78,885,428.

    13F-HR 0001140361-24-046854 filed by Heitman Real Estate Securities LLC
    Filed (acceptance time not in the bulk data set), ingested

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