WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 214,614 Value ($000) $39,835 Avg Close $186.47 Range $163.11 - $209.05
Q2 2025
Shares 192,007 Value ($000) $29,517 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 181,143 Value ($000) $27,753 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 4,157 Value ($000) $524 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 3,496 Value ($000) $448 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 3,428 Value ($000) $357 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 3,387 Value ($000) $316 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 3,104 Value ($000) $280 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 2,816 Value ($000) $231 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 13,673 Value ($000) $228 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 2,494 Value ($000) $236 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 4,131 Value ($000) $271 Avg Close $59.61 Range $52.16 - $67.25
Q2 2022
Shares 6,527 Value ($000) $538 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 4,502 Value ($000) $433 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 4,472 Value ($000) $384 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 4,631 Value ($000) $382 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 6,412 Value ($000) $533 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 8,680 Value ($000) $622 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 8,634 Value ($000) $558 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 9,710 Value ($000) $535 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 9,207 Value ($000) $476 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 10,822 Value ($000) $495 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 10,688 Value ($000) $874 Avg Close $71.12 Range $64.08 - $76.98
Q3 2019
Shares 10,809 Value ($000) $980 Avg Close $71.56 Range $65.47 - $76.43
Q2 2019
Shares 10,633 Value ($000) $867 Avg Close $63.99 Range $57.58 - $69.75
Q4 2018
Shares 11,240 Value ($000) $780 Avg Close $54.11 Range $48.11 - $59.77
Q3 2018
Shares 11,606 Value ($000) $746 Avg Close $50.74 Range $47.31 - $53.45