WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q4 2025
Shares 12,083 Value ($000) $2,243 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 11,423 Value ($000) $2,035 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 6,451 Value ($000) $992 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 6,756 Value ($000) $1,035 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 4,185 Value ($000) $527 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 3,443 Value ($000) $441 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 2,764 Value ($000) $288 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 2,611 Value ($000) $244 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 2,707 Value ($000) $244 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 2,747 Value ($000) $225 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 2,606 Value ($000) $211 Avg Close $72.65 Range $65.81 - $78.47
Q2 2018
Shares 1,138 Value ($000) $71 Avg Close $43.15 Range $38.02 - $49.42
Q4 2017
Shares 4,857 Value ($000) $300 Avg Close $50.40 Range $47.59 - $52.81