WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,616 Value ($000) $300 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 1,589 Value ($000) $283 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 1,589 Value ($000) $244 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 1,588 Value ($000) $243 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 1,588 Value ($000) $200 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 1,587 Value ($000) $203 Avg Close $113.83 Range $100.07 - $128.41
Q3 2021
Shares 1,854 Value ($000) $153 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 1,820 Value ($000) $151 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 1,808 Value ($000) $113 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 1,808 Value ($000) $113 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 1,808 Value ($000) $100 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 1,823 Value ($000) $94 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 2,253 Value ($000) $103 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 2,326 Value ($000) $190 Avg Close $71.12 Range $64.08 - $76.98
Q3 2019
Shares 2,234 Value ($000) $198 Avg Close $71.56 Range $65.47 - $76.43
Q2 2019
Shares 2,168 Value ($000) $177 Avg Close $63.99 Range $57.58 - $69.75
Q1 2019
Shares 2,160 Value ($000) $167 Avg Close $60.30 Range $53.43 - $64.23
Q4 2018
Shares 2,113 Value ($000) $146 Avg Close $54.11 Range $48.11 - $59.77