WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025

Shares 9,132 Value ($000) $1,695 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 7,010 Value ($000) $1,249 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 6,395 Value ($000) $983 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 6,359 Value ($000) $974 Avg Close $140.30 Range $120.99 - $156.51

Q4 2024

Shares 5,634 Value ($000) $710 Avg Close $128.69 Range $119.64 - $138.32

Q3 2024

Shares 5,020 Value ($000) $643 Avg Close $113.83 Range $100.07 - $128.41

Q2 2024

Shares 4,354 Value ($000) $454 Avg Close $95.03 Range $84.91 - $102.77

Q1 2024

Shares 3,049 Value ($000) $285 Avg Close $87.18 Range $81.99 - $91.35

Q4 2023

Shares 2,328 Value ($000) $210 Avg Close $83.03 Range $74.72 - $89.69

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,132	$1,695	$186.47	$163.11 - $209.05
Q3 2025	7,010	$1,249	$163.41	$147.74 - $177.85
Q2 2025	6,395	$983	$147.88	$128.62 - $155.38
Q1 2025	6,359	$974	$140.30	$120.99 - $156.51
Q4 2024	5,634	$710	$128.69	$119.64 - $138.32
Q3 2024	5,020	$643	$113.83	$100.07 - $128.41
Q2 2024	4,354	$454	$95.03	$84.91 - $102.77
Q1 2024	3,049	$285	$87.18	$81.99 - $91.35
Q4 2023	2,328	$210	$83.03	$74.72 - $89.69