WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 27,333 Value ($000) $5,073 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 4,186 Value ($000) $746 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 160 Value ($000) $25 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 474 Value ($000) $73 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 481 Value ($000) $61 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 465 Value ($000) $60 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 463 Value ($000) $48 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 1,697 Value ($000) $159 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 1,670 Value ($000) $150 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 1,827 Value ($000) $150 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 1,802 Value ($000) $146 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 1,923 Value ($000) $138 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 933 Value ($000) $0 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 932 Value ($000) $60 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 2,872 Value ($000) $236 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 4,829 Value ($000) $464 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 5,577 Value ($000) $478 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 5,328 Value ($000) $439 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 4,819 Value ($000) $401 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 7,630 Value ($000) $548 Avg Close $59.03 Range $51.96 - $67.11