WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,347 Value ($000) $4,148 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 22,781 Value ($000) $4,058 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 23,118 Value ($000) $3,554 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 21,889 Value ($000) $3,354 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 20,315 Value ($000) $2,560 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 20,404 Value ($000) $2,612 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 20,278 Value ($000) $2,114 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 21,704 Value ($000) $2,028 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 22,799 Value ($000) $2,056 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 18,721 Value ($000) $1,534 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 22,197 Value ($000) $1,796 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 24,763 Value ($000) $1,775 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 30,173 Value ($000) $1,978 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 31,696 Value ($000) $2,039 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 32,884 Value ($000) $2,708 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 32,889 Value ($000) $3,162 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 36,078 Value ($000) $3,094 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 34,457 Value ($000) $2,839 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 33,438 Value ($000) $2,779 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 31,468 Value ($000) $2,254 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 25,526 Value ($000) $1,649 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 29,010 Value ($000) $1,598 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 18,048 Value ($000) $934 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 19,765 Value ($000) $905 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 23,092 Value ($000) $1,888 Avg Close $71.12 Range $64.08 - $76.98
Q3 2019
Shares 18,404 Value ($000) $1,668 Avg Close $71.56 Range $65.47 - $76.43
Q2 2019
Shares 37,034 Value ($000) $3,019 Avg Close $63.99 Range $57.58 - $69.75
Q1 2019
Shares 25,301 Value ($000) $1,963 Avg Close $60.30 Range $53.43 - $64.23
Q4 2018
Shares 34,705 Value ($000) $2,409 Avg Close $54.11 Range $48.11 - $59.77
Q3 2018
Shares 34,952 Value ($000) $2,248 Avg Close $50.74 Range $47.31 - $53.45
Q2 2018
Shares 36,700 Value ($000) $2,301 Avg Close $43.15 Range $38.02 - $49.42
Q1 2018
Shares 54,051 Value ($000) $2,942 Avg Close $42.96 Range $39.59 - $48.82
Q4 2017
Shares 46,872 Value ($000) $2,989 Avg Close $50.40 Range $47.59 - $52.81
Q3 2017
Shares 41,660 Value ($000) $2,928 Avg Close $53.94 Range $51.99 - $56.32
Q2 2017
Shares 48,332 Value ($000) $3,618 Avg Close $53.58 Range $50.13 - $57.55
Q1 2017
Shares 50,697 Value ($000) $3,590 Avg Close $48.83 Range $46.81 - $51.72
Q4 2016
Shares 58,783 Value ($000) $3,934 Avg Close $47.28 Range $42.61 - $53.01
Q2 2016
Shares 49,148 Value ($000) $3,735 Avg Close $49.51 Range $46.06 - $53.39
Q1 2016
Shares 59,324 Value ($000) $4,114 Avg Close $44.40 Range $36.55 - $48.41
Q4 2015
Shares 74,808 Value ($000) $5,089 Avg Close $44.33 Range $39.73 - $48.03
Q3 2015
Shares 64,417 Value ($000) $4,362 Avg Close $44.80 Range $41.12 - $47.04