Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$51,143,226
+$3,977,811 QoQ
Shares Held
258,678
-2.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 99.7406041487873.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2593958512127046.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $85,149,761 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
258,678 | $51,143,226 | |
| 2 | VTR |
Ventas, Inc.
|
209,335 | $17,119,415 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
384,037 | $6,309,727 | |
| 4 | DHC |
Diversified Healthcare Trust
|
571,058 | $3,791,825 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
71,243 | $3,121,867 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
79,930 | $1,358,010 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
70,462 | $1,354,983 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
10,675 | $503,432 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,143,226 | 258,678 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $47,165,415 | 264,766 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||