WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 35,800 Value ($000) $6,645 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 41,112 Value ($000) $7,324 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 50,689 Value ($000) $7,792 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 49,628 Value ($000) $7,603 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 13,805 Value ($000) $1,740 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 11,643 Value ($000) $1,491 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 11,956 Value ($000) $1,246 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 11,706 Value ($000) $1,094 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 10,545 Value ($000) $951 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 10,611 Value ($000) $869 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 10,545 Value ($000) $853 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 8,684 Value ($000) $623 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 8,854 Value ($000) $580 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 8,963 Value ($000) $577 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 8,963 Value ($000) $738 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 8,987 Value ($000) $864 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 8,987 Value ($000) $720 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 8,963 Value ($000) $764 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 8,963 Value ($000) $763 Avg Close $67.92 Range $62.98 - $74.99
Q4 2017
Shares 3,673 Value ($000) $234 Avg Close $50.40 Range $47.59 - $52.81
Q3 2017
Shares 3,434 Value ($000) $241 Avg Close $53.94 Range $51.99 - $56.32
Q2 2017
Shares 3,324 Value ($000) $249 Avg Close $53.58 Range $50.13 - $57.55
Q1 2017
Shares 3,360 Value ($000) $238 Avg Close $48.83 Range $46.81 - $51.72