CIBC Private Wealth Group
WELL icon

CIBC Private Wealth Group’s Welltower WELL Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$878K Buy
4,730
+1,812
+62% +$338K ﹤0.01% 732
2025
Q3 		$520K Buy
2,918
+458
+19% +$75.3K ﹤0.01% 852
2025
Q2 		$378K Buy
2,460
+243
+11% +$36.3K ﹤0.01% 904
2025
Q1 		$303K Sell
2,217
-25
-1% -$3.56K ﹤0.01% 954
2024
Q4 		$284K Buy
2,242
+496
+28% +$65.1K ﹤0.01% 1033
2024
Q3 		$224K Sell
1,746
-279
-14% -$32.6K ﹤0.01% 1127
2024
Q2 		$211K Buy
2,025
+31
+2% +$3.04K ﹤0.01% 1075
2024
Q1 		$183K Sell
1,994
-291
-13% -$26.3K ﹤0.01% 1159
2023
Q4 		$206K Buy
+2,285
New +$198K ﹤0.01% 1064
2018
Q3 		– Sell
-1,151
Closed -$72K – 1735
2018
Q2 		$72K Sell
1,151
-1,134
-50% -$63.2K ﹤0.01% 1088
2018
Q1 		$124K Buy
2,285
+36
+2% +$2.03K ﹤0.01% 988
2017
Q4 		$143K Buy
+2,249
New +$151K ﹤0.01% 978

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's WELL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Welltower (WELL) stake by 62% in Q4 2025, buying an estimated $338K and bringing the position to 4,730 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

CIBC Private Wealth Group first reported a position in WELL in Q4 2017 and has held it in 12 quarters since. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • CIBC Private Wealth Group held 4,730 shares of Welltower worth $878K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,812 Welltower shares in Q4 2025, an estimated $338K.
  • Welltower made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #732 holding.
  • CIBC Private Wealth Group first reported a position in Welltower in Q4 2017 and has held it in 12 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.