WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025

Shares 591 Value ($000) $110 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 429 Value ($000) $76 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 422 Value ($000) $65 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 422 Value ($000) $65 Avg Close $140.30 Range $120.99 - $156.51

Q4 2024

Shares 422 Value ($000) $53 Avg Close $128.69 Range $119.64 - $138.32

Q4 2023

Shares 82 Value ($000) $7 Avg Close $83.03 Range $74.72 - $89.69

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	591	$110	$186.47	$163.11 - $209.05
Q3 2025	429	$76	$163.41	$147.74 - $177.85
Q2 2025	422	$65	$147.88	$128.62 - $155.38
Q1 2025	422	$65	$140.30	$120.99 - $156.51
Q4 2024	422	$53	$128.69	$119.64 - $138.32
Q4 2023	82	$7	$83.03	$74.72 - $89.69