CIBC Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.8M | Buy |
166,095
+4,836
| +3% | +$956K | 0.08% | 180 |
|
|
2025
Q4 | $29.9M | Buy |
161,259
+68,547
| +74% | +$12.8M | 0.07% | 189 |
|
|
2025
Q3 | $16.5M | Buy |
92,712
+6,596
| +8% | +$1.08M | 0.05% | 238 |
|
|
2025
Q2 | $13.2M | Sell |
86,116
-7,506
| -8% | -$1.12M | 0.04% | 258 |
|
|
2025
Q1 | $14.3M | Buy |
93,622
+3,586
| +4% | +$511K | 0.05% | 239 |
|
|
2024
Q4 | $11.3M | Buy |
90,036
+5,495
| +6% | +$721K | 0.04% | 267 |
|
|
2024
Q3 | $10.8M | Buy |
84,541
+4,622
| +6% | +$539K | 0.04% | 275 |
|
|
2024
Q2 | $8.33M | Buy |
79,919
+3,181
| +4% | +$312K | 0.03% | 296 |
|
|
2024
Q1 | $7.17M | Buy |
76,738
+2,386
| +3% | +$216K | 0.02% | 332 |
|
|
2023
Q4 | $6.7M | Buy |
74,352
+740
| +1% | +$64.2K | 0.03% | 320 |
|
|
2023
Q3 | $6.03M | Buy |
73,612
+5,140
| +8% | +$423K | 0.03% | 327 |
|
|
2023
Q2 | $5.54M | Sell |
68,472
-203
| -0.3% | -$15.6K | 0.02% | 350 |
|
|
2023
Q1 | $4.92M | Buy |
68,675
+2,690
| +4% | +$195K | 0.02% | 376 |
|
|
2022
Q4 | $4.33M | Buy |
65,985
+6,591
| +11% | +$424K | 0.02% | 389 |
|
|
2022
Q3 | $3.82M | Buy |
59,394
+7,117
| +14% | +$556K | 0.02% | 389 |
|
|
2022
Q2 | $4.3M | Sell |
52,277
-2,272
| -4% | -$202K | 0.02% | 352 |
|
|
2022
Q1 | $5.24M | Buy |
54,549
+14,251
| +35% | +$1.24M | 0.02% | 355 |
|
|
2021
Q4 | $3.46M | Buy |
40,298
+2,440
| +6% | +$203K | 0.01% | 436 |
|
|
2021
Q3 | $3.12M | Buy |
37,858
+1,179
| +3% | +$101K | 0.01% | 436 |
|
|
2021
Q2 | $3.05M | Buy |
36,679
+628
| +2% | +$48.1K | 0.01% | 443 |
|
|
2021
Q1 | $2.58M | Sell |
36,051
-378
| -1% | -$25.4K | 0.01% | 446 |
|
|
2020
Q4 | $2.35M | Sell |
36,429
-303
| -0.8% | -$18.4K | 0.01% | 452 |
|
|
2020
Q3 | $2.02M | Sell |
36,732
-327
| -0.9% | -$18K | 0.01% | 445 |
|
|
2020
Q2 | $1.92M | Sell |
37,059
-62,603
| -63% | -$3.08M | 0.01% | 425 |
|
|
2020
Q1 | $4.56M | Sell |
99,662
-7,050
| -7% | -$520K | 0.03% | 251 |
|
|
2019
Q4 | $8.73M | Buy |
106,712
+3,103
| +3% | +$266K | 0.05% | 166 |
|
|
2019
Q3 | $9.39M | Buy |
103,609
+557
| +0.5% | +$48.5K | 0.06% | 155 |
|
|
2019
Q2 | $8.4M | Sell |
103,052
-3,067
| -3% | -$241K | 0.05% | 163 |
|
|
2019
Q1 | $8.23M | Buy |
106,119
+41,631
| +65% | +$3.12M | 0.05% | 171 |
|
|
2018
Q4 | $4.48M | Sell |
64,488
-1,262
| -2% | -$85.9K | 0.03% | 212 |
|
|
2018
Q3 | $4.23M | Sell |
65,750
-2,095
| -3% | -$135K | 0.03% | 254 |
|
|
2018
Q2 | $4.25M | Sell |
67,845
-1,126
| -2% | -$62.7K | 0.03% | 248 |
|
|
2018
Q1 | $3.75M | Sell |
68,971
-4,836
| -7% | -$273K | 0.02% | 262 |
|
|
2017
Q4 | $4.71M | Sell |
73,807
-1,470
| -2% | -$98.7K | 0.03% | 234 |
|
|
2017
Q3 | $5.29M | Buy |
75,277
+1,325
| +2% | +$96.3K | 0.03% | 211 |
|
|
2017
Q2 | $5.54M | Sell |
73,952
-1,475
| -2% | -$108K | 0.04% | 189 |
|
|
2017
Q1 | $5.34M | Sell |
75,427
-458
| -0.6% | -$30.9K | 0.04% | 200 |
|
|
2016
Q4 | $5.08M | Buy |
75,885
+800
| +1% | +$53K | 0.04% | 202 |
|
|
2016
Q3 | $5.61M | Sell |
75,085
-3,265
| -4% | -$250K | 0.04% | 186 |
|
|
2016
Q2 | $5.97M | Sell |
78,350
-3,477
| -4% | -$247K | 0.04% | 171 |
|
|
2016
Q1 | $5.67M | Sell |
81,827
-1,270
| -2% | -$81.9K | 0.04% | 173 |
|
|
2015
Q4 | $5.65M | Buy |
83,097
+5,538
| +7% | +$361K | 0.05% | 167 |
|
|
2015
Q3 | $5.25M | Buy |
77,559
+178
| +0.2% | +$11.9K | 0.04% | 171 |
|
|
2015
Q2 | $5.08M | Buy |
77,381
+1,812
| +2% | +$130K | 0.04% | 198 |
|
|
2015
Q1 | $5.85M | Buy |
75,569
+847
| +1% | +$66.7K | 0.04% | 178 |
|
|
2014
Q4 | $5.65M | Sell |
74,722
-4,385
| -6% | -$313K | 0.04% | 180 |
|
|
2014
Q3 | $4.93M | Buy |
79,107
+3,477
| +5% | +$224K | 0.03% | 203 |
|
|
2014
Q2 | $4.74M | Sell |
75,630
-2,064
| -3% | -$130K | 0.03% | 234 |
|
|
2014
Q1 | $4.63M | Buy |
77,694
+6,591
| +9% | +$377K | 0.03% | 231 |
|
|
2013
Q4 | $3.81M | Sell |
71,103
-2,142
| -3% | -$127K | 0.02% | 252 |
|
|
2013
Q3 | $4.57M | Buy |
73,245
+658
| +0.9% | +$41.9K | 0.03% | 222 |
|
|
2013
Q2 | $4.87M | Buy |
+72,587
| New | +$5.16M | 0.03% | 194 |
|
Other funds holding WELL
VCM
VPM
CIBC Asset Management's WELL Position: Q1 2026 in Review
CIBC Asset Management increased its Welltower (WELL) stake by 3% in Q1 2026, buying an estimated $956K and bringing the position to 166,095 shares worth $32.8M. The position accounts for 0.08% of the portfolio, ranked #180.
CIBC Asset Management first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- CIBC Asset Management held 166,095 shares of Welltower worth $32.8M as of Q1 2026.
- CIBC Asset Management bought 4,836 Welltower shares in Q1 2026, an estimated $956K.
- Welltower made up 0.08% of CIBC Asset Management's portfolio in Q1 2026, its #180 holding.
- CIBC Asset Management first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.