WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 139,767 Value ($000) $25,942 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 42,614 Value ($000) $7,592 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 39,105 Value ($000) $6,012 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 39,033 Value ($000) $5,980 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 36,905 Value ($000) $4,809 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 21,097 Value ($000) $2,701 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 16,959 Value ($000) $2 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 14,753 Value ($000) $1 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 14,509 Value ($000) $1 Avg Close $83.03 Range $74.72 - $89.69