WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 52 Value ($000) $10 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 52 Value ($000) $9 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 52 Value ($000) $8 Avg Close $147.88 Range $128.62 - $155.38
Q3 2023
Shares 4 Value ($000) $0 Avg Close $78.14 Range $73.72 - $82.67
Q4 2022
Shares 330 Value ($000) $22 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 330 Value ($000) $21 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 330 Value ($000) $27 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 330 Value ($000) $32 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 330 Value ($000) $28 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 330 Value ($000) $27,192 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 330 Value ($000) $27,423 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 330 Value ($000) $23,638 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 330 Value ($000) $21 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 330 Value ($000) $18,180 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 330 Value ($000) $17,078 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 330 Value ($000) $15,107 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 995 Value ($000) $81,371 Avg Close $71.12 Range $64.08 - $76.98
Q3 2019
Shares 982 Value ($000) $89 Avg Close $71.56 Range $65.47 - $76.43
Q2 2019
Shares 367 Value ($000) $29,922 Avg Close $63.99 Range $57.58 - $69.75
Q1 2019
Shares 446 Value ($000) $34,610 Avg Close $60.30 Range $53.43 - $64.23
Q4 2018
Shares 79 Value ($000) $5 Avg Close $54.11 Range $48.11 - $59.77
Q3 2018
Shares 79 Value ($000) $5 Avg Close $50.74 Range $47.31 - $53.45