CIBC World Markets’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $48.4M | Buy |
+260,546
| New | +$48.7M | 0.23% | 56 |
|
|
2025
Q2 | $36.9M | Sell |
240,152
-19
| -0% | -$2.84K | 0.23% | 71 |
|
|
2025
Q1 | $36.8M | Buy |
240,171
+9,253
| +4% | +$1.32M | 0.29% | 52 |
|
|
2024
Q4 | $29.1M | Buy |
230,918
+22,918
| +11% | +$3.01M | 0.17% | 98 |
|
|
2024
Q3 | $26.6M | Buy |
208,000
+132,473
| +175% | +$15.5M | 0.19% | 89 |
|
|
2024
Q2 | $7.87M | Sell |
75,527
-152,320
| -67% | -$14.9M | 0.05% | 241 |
|
|
2024
Q1 | $21.3M | Sell |
227,847
-26,119
| -10% | -$2.36M | 0.14% | 110 |
|
|
2023
Q4 | $22.9M | Buy |
253,966
+225,335
| +787% | +$19.6M | 0.12% | 130 |
|
|
2023
Q3 | $2.35M | Sell |
28,631
-29,609
| -51% | -$2.44M | 0.02% | 351 |
|
|
2023
Q2 | $4.71M | Sell |
58,240
-119,257
| -67% | -$9.19M | 0.04% | 305 |
|
|
2023
Q1 | $12.7M | Sell |
177,497
-30,369
| -15% | -$2.2M | 0.21% | 92 |
|
|
2022
Q4 | $13.6M | Buy |
207,866
+11,128
| +6% | +$715K | 0.09% | 161 |
|
|
2022
Q3 | $12.7M | Sell |
196,738
-29,446
| -13% | -$2.3M | 0.18% | 63 |
|
|
2022
Q2 | $18.6M | Sell |
226,184
-19,395
| -8% | -$1.73M | 0.18% | 75 |
|
|
2022
Q1 | $23.6M | Buy |
+245,579
| New | +$21.3M | 0.18% | 91 |
|
|
2021
Q4 | – | Sell |
-268,984
| Closed | -$22.2M | – | 646 |
|
|
2021
Q3 | $22.2M | Buy |
268,984
+79,095
| +42% | +$6.8M | 0.15% | 103 |
|
|
2021
Q2 | $15.8M | Buy |
189,889
+150,094
| +377% | +$11.5M | 0.11% | 118 |
|
|
2021
Q1 | $2.85M | Sell |
39,795
-294,277
| -88% | -$19.8M | 0.02% | 388 |
|
|
2020
Q4 | $21.6M | Buy |
334,072
+283,816
| +565% | +$17.2M | 0.11% | 146 |
|
|
2020
Q3 | $2.77M | Sell |
50,256
-257,648
| -84% | -$14.1M | 0.03% | 377 |
|
|
2020
Q2 | $15.9M | Buy |
307,904
+278,208
| +937% | +$13.7M | 0.17% | 119 |
|
|
2020
Q1 | $1.36M | Sell |
29,696
-18,284
| -38% | -$1.35M | 0.02% | 404 |
|
|
2019
Q4 | $3.92M | Buy |
47,980
+1,827
| +4% | +$156K | 0.03% | 450 |
|
|
2019
Q3 | $4.18M | Sell |
46,153
-24,219
| -34% | -$2.11M | 0.04% | 384 |
|
|
2019
Q2 | $5.74M | Buy |
70,372
+19,209
| +38% | +$1.51M | 0.04% | 371 |
|
|
2019
Q1 | $3.97M | Sell |
51,163
-1,283
| -2% | -$96.2K | 0.03% | 379 |
|
|
2018
Q4 | $3.64M | Buy |
52,446
+3,417
| +7% | +$232K | 0.03% | 370 |
|
|
2018
Q3 | $3.15M | Sell |
49,029
-3,516
| -7% | -$227K | 0.03% | 453 |
|
|
2018
Q2 | $3.29M | Buy |
52,545
+4,535
| +9% | +$253K | 0.03% | 454 |
|
|
2018
Q1 | $2.61M | Sell |
48,010
-26,840
| -36% | -$1.52M | 0.03% | 432 |
|
|
2017
Q4 | $4.77M | Buy |
74,850
+21,111
| +39% | +$1.42M | 0.03% | 352 |
|
|
2017
Q3 | $3.78M | Buy |
53,739
+1,997
| +4% | +$145K | 0.04% | 332 |
|
|
2017
Q2 | $3.87M | Buy |
51,742
+13,866
| +37% | +$1.01M | 0.04% | 342 |
|
|
2017
Q1 | $2.68M | Buy |
37,876
+13,007
| +52% | +$878K | 0.02% | 330 |
|
|
2016
Q4 | $1.66M | Buy |
+24,869
| New | +$1.65M | 0.02% | 330 |
|
Other funds holding WELL
CIBC World Markets's WELL Position: Q4 2025 in Review
CIBC World Markets opened a new position in Welltower (WELL) in Q4 2025: 260,546 shares worth $48.4M. The stake represents 0.23% of the portfolio and ranks #56 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WELL as recently as Q2 2025.
CIBC World Markets first reported a position in WELL in Q4 2016 and has held it in 35 quarters since. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.
- CIBC World Markets held 260,546 shares of Welltower worth $48.4M as of Q4 2025.
- Welltower was a new CIBC World Markets position in Q4 2025.
- Welltower made up 0.23% of CIBC World Markets's portfolio in Q4 2025, its #56 holding.
- CIBC World Markets first reported a position in Welltower in Q4 2016 and has held it in 35 quarters since.
- 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.
Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.