WELLTOWER INC

Ticker: WELL CUSIP: 95040Q104 Class: COM

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 361 Value ($000) $67 Avg Close $186.47 Range $163.11 - $209.05
Q3 2025
Shares 410 Value ($000) $73 Avg Close $163.41 Range $147.74 - $177.85
Q2 2025
Shares 410 Value ($000) $63 Avg Close $147.88 Range $128.62 - $155.38
Q1 2025
Shares 410 Value ($000) $63 Avg Close $140.30 Range $120.99 - $156.51
Q4 2024
Shares 610 Value ($000) $77 Avg Close $128.69 Range $119.64 - $138.32
Q3 2024
Shares 610 Value ($000) $78 Avg Close $113.83 Range $100.07 - $128.41
Q2 2024
Shares 610 Value ($000) $64 Avg Close $95.03 Range $84.91 - $102.77
Q1 2024
Shares 610 Value ($000) $57 Avg Close $87.18 Range $81.99 - $91.35
Q4 2023
Shares 610 Value ($000) $55 Avg Close $83.03 Range $74.72 - $89.69
Q3 2023
Shares 610 Value ($000) $50 Avg Close $78.14 Range $73.72 - $82.67
Q2 2023
Shares 610 Value ($000) $49 Avg Close $72.65 Range $65.81 - $78.47
Q1 2023
Shares 610 Value ($000) $44 Avg Close $67.78 Range $60.99 - $73.16
Q4 2022
Shares 610 Value ($000) $40 Avg Close $59.61 Range $52.16 - $67.25
Q3 2022
Shares 610 Value ($000) $39 Avg Close $71.84 Range $57.83 - $79.54
Q2 2022
Shares 610 Value ($000) $50 Avg Close $81.18 Range $70.13 - $90.45
Q1 2022
Shares 610 Value ($000) $59 Avg Close $78.67 Range $71.27 - $89.58
Q4 2021
Shares 610 Value ($000) $52 Avg Close $75.03 Range $71.30 - $78.82
Q3 2021
Shares 610 Value ($000) $50 Avg Close $76.81 Range $73.17 - $79.94
Q2 2021
Shares 1,210 Value ($000) $101 Avg Close $67.92 Range $62.98 - $74.99
Q1 2021
Shares 1,210 Value ($000) $87 Avg Close $59.03 Range $51.96 - $67.11
Q4 2020
Shares 1,210 Value ($000) $78 Avg Close $52.89 Range $44.71 - $63.22
Q3 2020
Shares 2,290 Value ($000) $126 Avg Close $47.28 Range $41.13 - $53.49
Q2 2020
Shares 1,761 Value ($000) $91 Avg Close $41.78 Range $30.43 - $55.39
Q1 2020
Shares 1,761 Value ($000) $81 Avg Close $61.83 Range $20.47 - $75.14
Q4 2019
Shares 1,761 Value ($000) $144 Avg Close $71.12 Range $64.08 - $76.98