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CIBC Bancorp USA’s Welltower WELL Stock Holding History

CIBC Bancorp USA’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 		$46.4M Sell
204,353
-54,325
-21% -$11.5M 0.06% 267
2026
Q1 		$51.1M Buy
+258,678
New +$51.1M 0.07% 220
2025
Q3 		$47.2M Buy
+264,766
New +$43.5M 0.26% 60

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Bancorp USA's WELL Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Welltower (WELL) stake by 21% in Q2 2026, selling an estimated $11.5M and leaving 204,353 shares worth $46.4M. The position accounts for 0.06% of the portfolio, ranked #267.

CIBC Bancorp USA first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. The position peaked at $51.1M in Q1 2026. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CIBC Bancorp USA held 204,353 shares of Welltower worth $46.4M as of Q2 2026.
  • CIBC Bancorp USA sold 54,325 Welltower shares in Q2 2026, an estimated $11.5M.
  • Welltower made up 0.06% of CIBC Bancorp USA's portfolio in Q2 2026, its #267 holding.
  • CIBC Bancorp USA first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Welltower position peaked at $51.1M in Q1 2026.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.