PFG Investments, LLC

Position in WELL — Welltower Inc.

CIK 1973224 WOODBURY, NY

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,878,857

+$294,607 QoQ

Shares Held

8,278

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#137

of 522 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PFG Investments, LLC holds $7,035,760 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	8,278	$1,878,857
2	SILA	Sila Realty Trust, Inc.	54,198	$1,645,451
3	OHI	Omega Healthcare Investors Inc	33,826	$1,612,823
4	DOC	Healthpeak Properties, Inc.	31,000	$663,400
5	MPT	Medical Properties Trust Inc	84,859	$392,048
6	AHR	American Healthcare REIT, Inc.	6,425	$335,063
7	VTR	Ventas, Inc.	3,333	$295,970
8	HR	Healthcare Realty Trust Inc	10,518	$212,148

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,878,857	8,278	+3.3%	Shares	Sole	2026-07-23
2026-03-31	$1,584,250	8,013	-1.3%	Shares	Sole	2026-04-27
2025-12-31	$1,507,524	8,122	+2.2%	Shares	Sole	2026-01-26
2025-09-30	$1,416,213	7,950	-4.3%	Shares	Sole	2025-10-31
2025-06-30	$1,277,035	8,307	-4.7%	Shares	Sole	2025-07-18
2025-03-31	$1,335,531	8,717	-13.3%	Shares	Sole	2025-04-22
2024-12-31	$1,266,979	10,053	-2.5%	Shares	Sole	2025-01-22
2024-09-30	$1,320,757	10,316	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$1,074,817	10,310	+2.3%	Shares	Sole	2024-08-07
2024-03-31	$941,781	10,079	+17.5%	Shares	Sole	2024-04-22
2023-12-31	$773,568	8,579	+0.3%	Shares	Sole	2024-01-17
2023-09-30	$700,579	8,552	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$689,344	8,522	+0.4%	Shares	Sole	2023-08-03
2023-03-31	$608,719	8,491	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.