WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 6,604 Value ($000) $1,226 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 6,565 Value ($000) $1,169 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 3,093 Value ($000) $475 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 3,086 Value ($000) $473 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 4,060 Value ($000) $512 Avg Close $128.69 Range $119.64 - $138.32
Q2 2024
Shares 4,693 Value ($000) $489 Avg Close $95.03 Range $84.91 - $102.77
Q4 2023
Shares 6,095 Value ($000) $550 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 6,794 Value ($000) $557 Avg Close $78.14 Range $73.72 - $82.67