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PFG Investments’s Welltower WELL Stock Holding History

PFG Investments’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 		$1.88M Buy
8,278
+265
+3% +$56K 0.07% 235
2026
Q1 		$1.58M Sell
8,013
-109
-1% -$21.5K 0.07% 245
2025
Q4 		$1.51M Buy
8,122
+172
+2% +$32.1K 0.07% 244
2025
Q3 		$1.42M Sell
7,950
-357
-4% -$58.7K 0.07% 243
2025
Q2 		$1.28M Sell
8,307
-410
-5% -$61.3K 0.07% 244
2025
Q1 		$1.34M Sell
8,717
-1,336
-13% -$190K 0.09% 224
2024
Q4 		$1.27M Sell
10,053
-263
-3% -$34.5K 0.08% 234
2024
Q3 		$1.32M Buy
10,316
+6
+0.1% +$700 0.09% 228
2024
Q2 		$1.07M Buy
10,310
+231
+2% +$22.6K 0.08% 247
2024
Q1 		$942K Buy
10,079
+1,500
+17% +$136K 0.06% 344
2023
Q4 		$774K Buy
8,579
+27
+0.3% +$2.34K 0.14% 164
2023
Q3 		$701K Buy
8,552
+30
+0.4% +$2.47K 0.13% 171
2023
Q2 		$689K Buy
8,522
+31
+0.4% +$2.39K 0.12% 183
2023
Q1 		$609K Buy
+8,491
New +$616K 0.12% 189

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 $3.37T AUM 44.26% 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

PFG Investments's WELL Position: Q2 2026 in Review

PFG Investments increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $56K and bringing the position to 8,278 shares worth $1.88M. The position accounts for 0.07% of the portfolio, ranked #235.

PFG Investments first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • PFG Investments held 8,278 shares of Welltower worth $1.88M as of Q2 2026.
  • PFG Investments bought 265 Welltower shares in Q2 2026, an estimated $56K.
  • Welltower made up 0.07% of PFG Investments's portfolio in Q2 2026, its #235 holding.
  • PFG Investments first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.