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Guyasuta Investment Advisors’s Welltower WELL Stock Holding History

Guyasuta Investment 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
2026
Q2 		$459K Hold
2,024
– – 0.02% 190
2026
Q1 		$400K Hold
2,024
– – 0.02% 199
2025
Q4 		$376K Sell
2,024
-500
-20% -$93.4K 0.02% 195
2025
Q3 		$450K Hold
2,524
– – 0.03% 176
2025
Q2 		$388K Buy
2,524
+450
+22% +$67.2K 0.02% 176
2025
Q1 		$318K Hold
2,074
– – 0.02% 195
2024
Q4 		$261K Buy
+2,074
New +$272K 0.02% 231
2019
Q4 		– Sell
-2,274
Closed -$206K – 216
2019
Q3 		$206K Buy
+2,274
New +$198K 0.02% 199

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guyasuta Investment Advisors's WELL Position: Q2 2026 in Review

Guyasuta Investment Advisors held its Welltower (WELL) position steady in Q2 2026 at 2,024 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #190.

Guyasuta Investment Advisors first reported a position in WELL in Q3 2019 and has held it in 8 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Guyasuta Investment Advisors held 2,024 shares of Welltower worth $459K as of Q2 2026.
  • Guyasuta Investment Advisors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.02% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #190 holding.
  • Guyasuta Investment Advisors first reported a position in Welltower in Q3 2019 and has held it in 8 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.