WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025

Shares 6,082 Value ($000) $1,129 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 5,914 Value ($000) $1,054 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 5,811 Value ($000) $893 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 4,725 Value ($000) $724 Avg Close $140.30 Range $120.99 - $156.51

Q4 2024

Shares 4,315 Value ($000) $544 Avg Close $128.69 Range $119.64 - $138.32

Q3 2024

Shares 2,476 Value ($000) $317 Avg Close $113.83 Range $100.07 - $128.41

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,082	$1,129	$186.47	$163.11 - $209.05
Q3 2025	5,914	$1,054	$163.41	$147.74 - $177.85
Q2 2025	5,811	$893	$147.88	$128.62 - $155.38
Q1 2025	4,725	$724	$140.30	$120.99 - $156.51
Q4 2024	4,315	$544	$128.69	$119.64 - $138.32
Q3 2024	2,476	$317	$113.83	$100.07 - $128.41