Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,722,844
+$7,554,155 QoQ
Shares Held
95,708
+33.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#256
of 1,580 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CIBC WORLD MARKET INC. holds $32,541,553 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (66.8% of the industry book) .
All Filings in WELL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,722,844 | 95,708 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,168,689 | 71,664 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $56,775,500 | 305,886 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,192,904 | 281,761 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $39,151,802 | 254,679 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,588,797 | 49,532 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,832,554 | 173,233 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,779,230 | 60,761 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,532,164 | 43,474 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,563,714 | 220,074 | Shares | Sole | 2024-05-13 | |
| 2020-06-30 | $418,450 | 8,086 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $233,523 | 5,101 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||