WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 1,477 Value ($000) $274 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 3,961 Value ($000) $706 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 965 Value ($000) $148 Avg Close $147.88 Range $128.62 - $155.38
Q1 2018
Shares 79 Value ($000) $4 Avg Close $42.96 Range $39.59 - $48.82