WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025

Shares 2,007 Value ($000) $373 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 1,466 Value ($000) $255 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 1,524 Value ($000) $231 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 1,552 Value ($000) $221 Avg Close $140.30 Range $120.99 - $156.51

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,007	$373	$186.47	$163.11 - $209.05
Q3 2025	1,466	$255	$163.41	$147.74 - $177.85
Q2 2025	1,524	$231	$147.88	$128.62 - $155.38
Q1 2025	1,552	$221	$140.30	$120.99 - $156.51