CI Investments Inc
WELL icon

CI Investments Inc’s Welltower WELL Stock Holding History

CI Investments Inc’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 		$138M Buy
609,636
+398,758
+189% +$84.3M 0.44% 40
2026
Q1 		$41.7M Sell
210,878
-3,822
-2% -$755K 0.2% 107
2025
Q4 		$39.9M Buy
214,700
+6,956
+3% +$1.3M 0.17% 117
2025
Q3 		$37M Sell
207,744
-14,260
-6% -$2.34M 0.13% 129
2025
Q2 		$34.1M Buy
222,004
+698
+0.3% +$104K 0.13% 139
2025
Q1 		$33.9M Sell
221,306
-3,140
-1% -$447K 0.14% 122
2024
Q4 		$28.3M Sell
224,446
-6,334
-3% -$831K 0.11% 144
2024
Q3 		$29.5M Buy
230,780
+1,120
+0.5% +$131K 0.11% 145
2024
Q2 		$23.9M Buy
229,660
+19,656
+9% +$1.93M 0.09% 150
2024
Q1 		$19.6M Buy
210,004
+145,990
+228% +$13.2M 0.08% 173
2023
Q4 		$5.77M Sell
64,014
-1,005
-2% -$87.2K 0.03% 268
2023
Q3 		$5.33M Buy
65,019
+63,651
+4,653% +$5.23M 0.03% 264
2023
Q2 		$111K Buy
1,368
+115
+9% +$8.86K ﹤0.01% 764
2023
Q1 		$90K Sell
1,253
-48
-4% -$3.48K ﹤0.01% 764
2022
Q4 		$85K Buy
1,301
+693
+114% +$44.6K ﹤0.01% 793
2022
Q3 		$39K Buy
608
+552
+986% +$43.1K ﹤0.01% 888
2022
Q2 		$5K Buy
56
+5
+10% +$445 ﹤0.01% 1090
2022
Q1 		$5K Hold
51
– – ﹤0.01% 1145
2021
Q4 		$4K Hold
51
– – ﹤0.01% 1143
2021
Q3 		$4K Buy
+51
New +$4.38K ﹤0.01% 1104
2020
Q2 		– Sell
-8,083
Closed -$370K – 689
2020
Q1 		$370K Buy
8,083
+1,120
+16% +$82.6K ﹤0.01% 427
2019
Q4 		$569K Buy
6,963
+6,268
+902% +$537K ﹤0.01% 415
2019
Q3 		$63K Buy
+695
New +$60.5K ﹤0.01% 566

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

CI Investments Inc's WELL Position: Q2 2026 in Review

CI Investments Inc increased its Welltower (WELL) stake by 189% in Q2 2026, buying an estimated $84.3M and bringing the position to 609,636 shares worth $138M. The position accounts for 0.44% of the portfolio, ranked #40.

CI Investments Inc first reported a position in WELL in Q3 2019 and has held it in 23 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CI Investments Inc held 609,636 shares of Welltower worth $138M as of Q2 2026.
  • CI Investments Inc bought 398,758 Welltower shares in Q2 2026, an estimated $84.3M.
  • Welltower made up 0.44% of CI Investments Inc's portfolio in Q2 2026, its #40 holding.
  • CI Investments Inc first reported a position in Welltower in Q3 2019 and has held it in 23 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.