Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,381,999
-$4,761,227 QoQ
Shares Held
204,353
-21.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#192
of 1,586 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $77,232,245 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
|
204,353 | $46,381,999 | |
| 2 | VTR |
Ventas, Inc.
|
172,012 | $15,274,664 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
281,442 | $6,022,858 | |
| 4 | DHC |
Diversified Healthcare Trust
|
372,328 | $3,462,650 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
59,800 | $2,851,263 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
65,996 | $1,331,138 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
60,384 | $1,178,090 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
12,799 | $516,438 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,381,999 | 204,353 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||