CIBC Private Wealth Group
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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
Q2 		$378K Buy
2025
Q1 		$303K Sell
2024
Q4 		$284K Buy
2024
Q3 		$224K Sell
2024
Q2 		$211K Buy
2024
Q1 		$183K Sell
2023
Q4 		$206K Buy
2018
Q3 		– Sell
2018
Q2 		$72K Sell
2018
Q1 		$124K Buy
2017
Q4 		$143K Buy