CIBC World Market
WELL icon

CIBC World Market’s Welltower WELL Stock Holding History

CIBC World Market’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 		$21.7M Buy
95,708
+24,044
+34% +$5.08M 0.03% 264
2026
Q1 		$14.2M Sell
71,664
-234,222
-77% -$46.3M 0.02% 316
2025
Q4 		$56.8M Buy
305,886
+24,125
+9% +$4.51M 0.09% 132
2025
Q3 		$50.2M Buy
281,761
+27,082
+11% +$4.45M 0.09% 145
2025
Q2 		$39.2M Buy
254,679
+205,147
+414% +$30.7M 0.08% 153
2025
Q1 		$7.59M Sell
49,532
-123,701
-71% -$17.6M 0.02% 410
2024
Q4 		$21.8M Buy
173,233
+112,472
+185% +$14.8M 0.05% 207
2024
Q3 		$7.78M Buy
60,761
+17,287
+40% +$2.02M 0.02% 384
2024
Q2 		$4.53M Sell
43,474
-176,600
-80% -$17.3M 0.01% 459
2024
Q1 		$20.6M Buy
+220,074
New +$19.9M 0.05% 193
2020
Q3 		– Sell
-8,086
Closed -$418K – 1178
2020
Q2 		$418K Buy
8,086
+2,985
+59% +$147K ﹤0.01% 833
2020
Q1 		$234K Sell
5,101
-3,730
-42% -$275K ﹤0.01% 874
2019
Q4 		$722K Sell
8,831
-6,133
-41% -$525K ﹤0.01% 730
2019
Q3 		$1.36M Buy
14,964
+10,640
+246% +$926K 0.01% 560
2019
Q2 		$353K Sell
4,324
-369
-8% -$29K ﹤0.01% 893
2019
Q1 		$364K Sell
4,693
-3,918
-45% -$294K ﹤0.01% 928
2018
Q4 		$598K Sell
8,611
-14,632
-63% -$995K ﹤0.01% 736
2018
Q3 		$1.5M Sell
23,243
-1,685
-7% -$109K 0.01% 608
2018
Q2 		$1.56M Sell
24,928
-1,135
-4% -$63.2K 0.01% 539
2018
Q1 		$1.42M Sell
26,063
-473
-2% -$26.7K 0.01% 539
2017
Q4 		$1.69M Buy
26,536
+16,596
+167% +$1.11M 0.01% 339
2017
Q3 		$699K Sell
9,940
-16,325
-62% -$1.19M ﹤0.01% 458
2017
Q2 		$1.97M Buy
+26,265
New +$1.92M 0.01% 473
2017
Q1 		– Sell
-18,791
Closed -$1.26M – 1139
2016
Q4 		$1.26M Sell
18,791
-23,099
-55% -$1.53M ﹤0.01% 563
2016
Q3 		$3.13M Buy
41,890
+14,283
+52% +$1.09M 0.01% 281
2016
Q2 		$2.1M Buy
27,607
+13,564
+97% +$963K 0.01% 330
2016
Q1 		$974K Sell
14,043
-3,327
-19% -$215K ﹤0.01% 458
2015
Q4 		$1.18M Sell
17,370
-818
-4% -$53.4K 0.01% 443
2015
Q3 		$1.23M Sell
18,188
-4,271
-19% -$285K 0.01% 414
2015
Q2 		$1.47M Sell
22,459
-7,469
-25% -$536K 0.01% 407
2015
Q1 		$2.31M Sell
29,928
-16,659
-36% -$1.31M 0.01% 273
2014
Q4 		$3.52M Sell
46,587
-9,447
-17% -$674K 0.01% 211
2014
Q3 		$3.5M Sell
56,034
-661
-1% -$42.6K 0.01% 201
2014
Q2 		$3.55M Sell
56,695
-1,262
-2% -$79.4K 0.01% 198
2014
Q1 		$3.45M Sell
57,957
-4,243
-7% -$242K 0.01% 203
2013
Q4 		$3.33M Sell
62,200
-5,089
-8% -$303K 0.01% 186
2013
Q3 		$4.2M Buy
67,289
+12,939
+24% +$823K 0.02% 126
2013
Q2 		$3.64M Buy
+54,350
New +$3.86M 0.02% 125

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

CIBC World Market's WELL Position: Q2 2026 in Review

CIBC World Market increased its Welltower (WELL) stake by 34% in Q2 2026, buying an estimated $5.08M and bringing the position to 95,708 shares worth $21.7M. The position accounts for 0.03% of the portfolio, ranked #264.

CIBC World Market first reported a position in WELL in Q2 2013 and has held it in 38 quarters since. The position peaked at $56.8M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CIBC World Market held 95,708 shares of Welltower worth $21.7M as of Q2 2026.
  • CIBC World Market bought 24,044 Welltower shares in Q2 2026, an estimated $5.08M.
  • Welltower made up 0.03% of CIBC World Market's portfolio in Q2 2026, its #264 holding.
  • CIBC World Market first reported a position in Welltower in Q2 2013 and has held it in 38 quarters since.
  • CIBC World Market's Welltower position peaked at $56.8M in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.