WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025

Shares 7,559 Value ($000) $1,403 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 7,764 Value ($000) $1,383 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 7,748 Value ($000) $1,191 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 7,719 Value ($000) $1,183 Avg Close $140.30 Range $120.99 - $156.51

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,559	$1,403	$186.47	$163.11 - $209.05
Q3 2025	7,764	$1,383	$163.41	$147.74 - $177.85
Q2 2025	7,748	$1,191	$147.88	$128.62 - $155.38
Q1 2025	7,719	$1,183	$140.30	$120.99 - $156.51