Guerra Advisors’s Welltower WELL Stock Holding History

Guerra Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.1K	Buy	+23	New	+$3.78K	﹤0.01%	423

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guerra Advisors's WELL Position: Q3 2025 in Review

Guerra Advisors opened a new position in Welltower (WELL) in Q3 2025: 23 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

1,330 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

Guerra Advisors held 23 shares of Welltower worth $4.1K as of Q3 2025.
Welltower was a new Guerra Advisors position in Q3 2025.
Welltower made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #423 holding.
1,330 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.