WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 8,101 Value ($000) $1,504 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 8,185 Value ($000) $1,458 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 7,426 Value ($000) $1,160 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 6,680 Value ($000) $1,023 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 3,251 Value ($000) $410 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 3,251 Value ($000) $416 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 3,251 Value ($000) $339 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 3,251 Value ($000) $304 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 5,162 Value ($000) $465 Avg Close $83.03 Range $74.72 - $89.69