PFG Advisors 13F: New $1.5M Stake in Welltower (WELL)

PFG Advisors has taken a new position in Welltower Inc. (WELL), acquiring 6,534 shares valued at approximately $1.5 million in a filing on October 16, 2026. This represents the firm's first involvement with Welltower, as they previously held no shares.

Other Institutional Activity in Welltower Inc.

Several large investors have made moves regarding Welltower this past quarter. Blackrock Inc. holds 78,049,214 shares valued at about $18.3 billion, having increased its stake by 4,047,873 shares, a 5.5% rise. Vanguard Capital Management LLC also has a significant position with 46,118,974 shares worth approximately $10.8 billion, increasing its holdings by 766,458 shares, reflecting a 1.7% change. Furthermore, Vanguard Portfolio Management LLC has 43,449,568 shares valued at around $10.2 billion, after adding 1,586,606 shares for a 3.8% increase. State Street Corporation and Capital International Investors also reported holding substantial shares in the company.

Welltower Inc. Stock Up 3.1%

Welltower shares have been trading recently around $235.86. The stock's performance has been favorable, holding well above its recent trading levels in previous months.

Recent Earnings

Welltower reported trailing twelve-month revenue of approximately $12.76 billion, with an EPS of $2.22. The company has seen a year-over-year revenue growth of 39.1% and a net margin of 12.1%. Welltower's next earnings announcement is scheduled for October 26, 2026.

Insider Buying and Selling at Welltower Inc.

Insider Andrew Gundlach, a Director at Welltower, made two notable purchases this year, buying 20,000 shares at an average price of $151.46 for a total value of about $3.03 million on June 30, 2025. He also acquired 10,000 shares valued at about $2.41 million on August 26, 2026.

Analysts Set New Price Targets

Analysts have recently shown confidence in Welltower. On September 1, 2026, Morgan Stanley maintained an Overweight rating with a target of $251. Scotiabank followed suit on September 2, also maintaining its Sector Outperform rating with a target of $251. Evercore ISI Group maintained an Outperform rating with a target of $256 on September 21, and JP Morgan upgraded its rating to Overweight with a new target of $260 on September 24. Lastly, Barclays set a target of $246 on October 13, maintaining its Equal-Weight rating.

About Welltower Inc.

Welltower Inc. is part of the S&P 500 and focuses on providing rental housing for seniors in the U.S., U.K., and Canada. The company's portfolio includes over 2,500 communities aimed at creating supportive living spaces for older adults. This latest stake by PFG Advisors could signal increasing institutional interest in the healthcare real estate sector.

Bottom Line

PFG Advisors' new position highlights growing institutional interest in Welltower amid a favorable market outlook. Investors should keep an eye on the upcoming earnings report on October 26, 2026, to gauge the company's performance further. This filing reflects holdings as of the reporting period and may not represent the investor's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.