WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025

Shares 30,046 Value ($000) $5,577 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 28,119 Value ($000) $5,009 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 27,275 Value ($000) $4,193 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 27,893 Value ($000) $4,274 Avg Close $140.30 Range $120.99 - $156.51

Q4 2024

Shares 26,113 Value ($000) $3,291 Avg Close $128.69 Range $119.64 - $138.32

Q3 2024

Shares 13,422 Value ($000) $1,718 Avg Close $113.83 Range $100.07 - $128.41

Q2 2024

Shares 2,321 Value ($000) $242 Avg Close $95.03 Range $84.91 - $102.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	30,046	$5,577	$186.47	$163.11 - $209.05
Q3 2025	28,119	$5,009	$163.41	$147.74 - $177.85
Q2 2025	27,275	$4,193	$147.88	$128.62 - $155.38
Q1 2025	27,893	$4,274	$140.30	$120.99 - $156.51
Q4 2024	26,113	$3,291	$128.69	$119.64 - $138.32
Q3 2024	13,422	$1,718	$113.83	$100.07 - $128.41
Q2 2024	2,321	$242	$95.03	$84.91 - $102.77