WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025

Shares 10,127 Value ($000) $1,880 Avg Close $186.47 Range $163.11 - $209.05

Q3 2025

Shares 10,120 Value ($000) $1,803 Avg Close $163.41 Range $147.74 - $177.85

Q2 2025

Shares 10,216 Value ($000) $1,571 Avg Close $147.88 Range $128.62 - $155.38

Q1 2025

Shares 10,234 Value ($000) $1,568 Avg Close $140.30 Range $120.99 - $156.51

Q4 2024

Shares 10,148 Value ($000) $1,279 Avg Close $128.69 Range $119.64 - $138.32

Q3 2024

Shares 10,408 Value ($000) $1,333 Avg Close $113.83 Range $100.07 - $128.41

Q2 2024

Shares 10,584 Value ($000) $1,103 Avg Close $95.03 Range $84.91 - $102.77

Q1 2024

Shares 10,761 Value ($000) $1,006 Avg Close $87.18 Range $81.99 - $91.35

Q4 2023

Shares 10,756 Value ($000) $970 Avg Close $83.03 Range $74.72 - $89.69

Q3 2023

Shares 10,702 Value ($000) $877 Avg Close $78.14 Range $73.72 - $82.67

Q2 2023

Shares 10,677 Value ($000) $864 Avg Close $72.65 Range $65.81 - $78.47

Q1 2023

Shares 10,775 Value ($000) $772 Avg Close $67.78 Range $60.99 - $73.16

Q4 2022

Shares 10,749 Value ($000) $705 Avg Close $59.61 Range $52.16 - $67.25

Q3 2022

Shares 9,797 Value ($000) $630 Avg Close $71.84 Range $57.83 - $79.54

Q2 2022

Shares 11,110 Value ($000) $915 Avg Close $81.18 Range $70.13 - $90.45

Q1 2022

Shares 11,056 Value ($000) $1,063 Avg Close $78.67 Range $71.27 - $89.58

Q4 2021

Shares 11,954 Value ($000) $1,025 Avg Close $75.03 Range $71.30 - $78.82

Q3 2021

Shares 13,099 Value ($000) $1,079 Avg Close $76.81 Range $73.17 - $79.94

Q2 2021

Shares 13,012 Value ($000) $1,081 Avg Close $67.92 Range $62.98 - $74.99

Q1 2021

Shares 13,661 Value ($000) $978 Avg Close $59.03 Range $51.96 - $67.11

Q4 2020

Shares 12,686 Value ($000) $820 Avg Close $52.89 Range $44.71 - $63.22

Q3 2020

Shares 14,268 Value ($000) $786 Avg Close $47.28 Range $41.13 - $53.49

Q2 2020

Shares 15,196 Value ($000) $786 Avg Close $41.78 Range $30.43 - $55.39

Q1 2020

Shares 15,076 Value ($000) $690 Avg Close $61.83 Range $20.47 - $75.14

Q4 2019

Shares 16,322 Value ($000) $1,322 Avg Close $71.12 Range $64.08 - $76.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,127	$1,880	$186.47	$163.11 - $209.05
Q3 2025	10,120	$1,803	$163.41	$147.74 - $177.85
Q2 2025	10,216	$1,571	$147.88	$128.62 - $155.38
Q1 2025	10,234	$1,568	$140.30	$120.99 - $156.51
Q4 2024	10,148	$1,279	$128.69	$119.64 - $138.32
Q3 2024	10,408	$1,333	$113.83	$100.07 - $128.41
Q2 2024	10,584	$1,103	$95.03	$84.91 - $102.77
Q1 2024	10,761	$1,006	$87.18	$81.99 - $91.35
Q4 2023	10,756	$970	$83.03	$74.72 - $89.69
Q3 2023	10,702	$877	$78.14	$73.72 - $82.67
Q2 2023	10,677	$864	$72.65	$65.81 - $78.47
Q1 2023	10,775	$772	$67.78	$60.99 - $73.16
Q4 2022	10,749	$705	$59.61	$52.16 - $67.25
Q3 2022	9,797	$630	$71.84	$57.83 - $79.54
Q2 2022	11,110	$915	$81.18	$70.13 - $90.45
Q1 2022	11,056	$1,063	$78.67	$71.27 - $89.58
Q4 2021	11,954	$1,025	$75.03	$71.30 - $78.82
Q3 2021	13,099	$1,079	$76.81	$73.17 - $79.94
Q2 2021	13,012	$1,081	$67.92	$62.98 - $74.99
Q1 2021	13,661	$978	$59.03	$51.96 - $67.11
Q4 2020	12,686	$820	$52.89	$44.71 - $63.22
Q3 2020	14,268	$786	$47.28	$41.13 - $53.49
Q2 2020	15,196	$786	$41.78	$30.43 - $55.39
Q1 2020	15,076	$690	$61.83	$20.47 - $75.14
Q4 2019	16,322	$1,322	$71.12	$64.08 - $76.98