WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 102 Value ($000) $19 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 102 Value ($000) $18 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 102 Value ($000) $16 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 102 Value ($000) $16 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 126 Value ($000) $16 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 106 Value ($000) $14 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 106 Value ($000) $11 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 112 Value ($000) $10 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 106 Value ($000) $10 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 106 Value ($000) $9 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 108 Value ($000) $9 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 64 Value ($000) $5 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 41 Value ($000) $3 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 33 Value ($000) $2 Avg Close $71.84 Range $57.83 - $79.54