WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Trek Financial, LLC's Holding History (CIK: 0001768195)

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

Q4 2025

Shares 21,472 Value ($000) $3,985 Avg Close $186.47 Range $163.11 - $209.05

Q2 2025

Shares 21,716 Value ($000) $3,338 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 19,590 Value ($000) $3,001 Avg Close $140.30 Range $120.99 - $156.51

Q3 2024

Shares 27,918 Value ($000) $3,574 Avg Close $113.83 Range $100.07 - $128.41

Q2 2024

Shares 32,724 Value ($000) $3,411 Avg Close $95.03 Range $84.91 - $102.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,472	$3,985	$186.47	$163.11 - $209.05
Q2 2025	21,716	$3,338	$147.88	$128.62 - $155.38
Q1 2025	19,590	$3,001	$140.30	$120.99 - $156.51
Q3 2024	27,918	$3,574	$113.83	$100.07 - $128.41
Q2 2024	32,724	$3,411	$95.03	$84.91 - $102.77