WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 13,387 Value ($000) $2,485 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 12,546 Value ($000) $2,235 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 13,894 Value ($000) $2,136 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 12,744 Value ($000) $1,952 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 12,568 Value ($000) $1,584 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 13,097 Value ($000) $1,677 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 11,555 Value ($000) $1,205 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 10,581 Value ($000) $989 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 10,711 Value ($000) $966 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 11,094 Value ($000) $909 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 11,264 Value ($000) $911 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 16,307 Value ($000) $1,169 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 15,940 Value ($000) $1,045 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 15,735 Value ($000) $1,012 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 10,824 Value ($000) $891 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 10,984 Value ($000) $1,056 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 10,933 Value ($000) $938 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 11,156 Value ($000) $919 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 9,943 Value ($000) $826 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 11,673 Value ($000) $836,146 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 8,844 Value ($000) $571 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 9,928 Value ($000) $547 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 11,480 Value ($000) $594 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 16,266 Value ($000) $744 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 19,241 Value ($000) $1,573 Avg Close $71.12 Range $64.08 - $76.98
Q3 2019
Shares 18,523 Value ($000) $1,679 Avg Close $71.56 Range $65.47 - $76.43
Q2 2019
Shares 17,034 Value ($000) $1,388 Avg Close $63.99 Range $57.58 - $69.75
Q1 2019
Shares 16,955 Value ($000) $1,315 Avg Close $60.30 Range $53.43 - $64.23
Q4 2018
Shares 17,779 Value ($000) $1,234 Avg Close $54.11 Range $48.11 - $59.77
Q3 2018
Shares 20,359 Value ($000) $1,310 Avg Close $50.74 Range $47.31 - $53.45
Q2 2018
Shares 19,905 Value ($000) $1,248 Avg Close $43.15 Range $38.02 - $49.42
Q1 2018
Shares 13,506 Value ($000) $735 Avg Close $42.96 Range $39.59 - $48.82