WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 3,471 Value ($000) $644 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 3,188 Value ($000) $568 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 3,013 Value ($000) $463 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 2,083 Value ($000) $319 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 1,932 Value ($000) $244 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 1,617 Value ($000) $207 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 2,828 Value ($000) $295 Avg Close $95.03 Range $84.91 - $102.77
Q4 2023
Shares 10,250 Value ($000) $896 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 9,096 Value ($000) $745 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 8,516 Value ($000) $689 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 9,058 Value ($000) $649 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 10,269 Value ($000) $673 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 13,567 Value ($000) $873 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 8,517 Value ($000) $701 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 8,302 Value ($000) $798 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 7,435 Value ($000) $638 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 6,008 Value ($000) $495 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 6,181 Value ($000) $514 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 6,068 Value ($000) $435 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 6,548 Value ($000) $423 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 6,843 Value ($000) $377 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 8,722 Value ($000) $451 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 19,335 Value ($000) $885 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 17,521 Value ($000) $1,433 Avg Close $71.12 Range $64.08 - $76.98
Q3 2019
Shares 14,271 Value ($000) $1,294 Avg Close $71.56 Range $65.47 - $76.43
Q2 2019
Shares 19,373 Value ($000) $1,579 Avg Close $63.99 Range $57.58 - $69.75
Q1 2019
Shares 14,791 Value ($000) $1,148 Avg Close $60.30 Range $53.43 - $64.23
Q4 2018
Shares 18,493 Value ($000) $1,284 Avg Close $54.11 Range $48.11 - $59.77
Q3 2018
Shares 30,799 Value ($000) $1,981 Avg Close $50.74 Range $47.31 - $53.45
Q2 2018
Shares 10,997 Value ($000) $689 Avg Close $43.15 Range $38.02 - $49.42
Q1 2018
Shares 7,581 Value ($000) $413 Avg Close $42.96 Range $39.59 - $48.82
Q4 2017
Shares 6,940 Value ($000) $443 Avg Close $50.40 Range $47.59 - $52.81
Q3 2017
Shares 6,832 Value ($000) $480 Avg Close $53.94 Range $51.99 - $56.32
Q2 2017
Shares 8,029 Value ($000) $601 Avg Close $53.58 Range $50.13 - $57.55
Q1 2017
Shares 7,868 Value ($000) $557 Avg Close $48.83 Range $46.81 - $51.72
Q4 2016
Shares 6,002 Value ($000) $402 Avg Close $47.28 Range $42.61 - $53.01