WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 5,375 Value ($000) $998 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 9,579 Value ($000) $1,706 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 7,864 Value ($000) $1,209 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 6,732 Value ($000) $1,031 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 6,331 Value ($000) $798 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 5,956 Value ($000) $763 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 6,602 Value ($000) $688 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 6,483 Value ($000) $606 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 7,937 Value ($000) $716 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 8,429 Value ($000) $690 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 10,024 Value ($000) $811 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 13,553 Value ($000) $1 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 5,104 Value ($000) $0 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 4,861 Value ($000) $313 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 5,245 Value ($000) $432 Avg Close $81.18 Range $70.13 - $90.45
Q1 2019
Shares 3,225 Value ($000) $250 Avg Close $60.30 Range $53.43 - $64.23