PFG Advisors’s Welltower WELL Stock Holding History

PFG 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 Q3	$1.5M	Buy	+6,534	New	+$1.55M	0.08%	295
2023 Q3	–	Sell	-15,885	Closed	-$1.28M	–	693
2023 Q2	$1.28M	Sell	15,885 -836	-5%	-$64.4K	0.1%	241
2023 Q1	$1.2M	Sell	16,721 -1,618	-9%	-$117K	0.1%	244
2022 Q4	$1.2M	Sell	18,339 -2,194	-11%	-$141K	0.12%	221
2022 Q3	$1.32M	Sell	20,533 -2,138	-9%	-$167K	0.15%	179
2022 Q2	$1.87M	Buy	22,671 +366	+2%	+$32.6K	0.21%	110
2022 Q1	$2.14M	Buy	22,305 +227	+1%	+$19.7K	0.21%	107
2021 Q4	$1.89M	Sell	22,078 -311	-1%	-$25.9K	0.19%	155
2021 Q3	$1.84M	Sell	22,389 -655	-3%	-$56.3K	0.2%	155
2021 Q2	$1.92M	Sell	23,044 -75	-0.3%	-$5.74K	0.22%	139
2021 Q1	$1.66M	Buy	+23,119	New	+$1.55M	0.21%	143

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

PFG Advisors's WELL Position: Q3 2026 in Review

PFG Advisors opened a new position in Welltower (WELL) in Q3 2026: 6,534 shares worth $1.5M. The stake represents 0.08% of the portfolio and ranks #295 among its holdings. This is a return to the name: PFG Advisors previously reported a position in WELL as recently as Q2 2023.

PFG Advisors first reported a position in WELL in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2022. 714 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

PFG Advisors held 6,534 shares of Welltower worth $1.5M as of Q3 2026.
Welltower was a new PFG Advisors position in Q3 2026.
Welltower made up 0.08% of PFG Advisors's portfolio in Q3 2026, its #295 holding.
PFG Advisors first reported a position in Welltower in Q1 2021 and has held it in 11 quarters since.
PFG Advisors's Welltower position peaked at $2.14M in Q1 2022.
714 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.