WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

NORTHCAPE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001902806)

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

Q4 2025
Shares 1,555 Value ($000) $289 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 1,896 Value ($000) $338 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 1,946 Value ($000) $299 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 2,076 Value ($000) $318 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 2,092 Value ($000) $264 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 2,092 Value ($000) $268 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 2,092 Value ($000) $218 Avg Close $95.03 Range $84.91 - $102.77
Q4 2023
Shares 2,271 Value ($000) $205 Avg Close $83.03 Range $74.72 - $89.69
Q1 2022
Shares 2,098 Value ($000) $202 Avg Close $78.67 Range $71.27 - $89.58