Argent Advisors’s Welltower WELL Stock Holding History

Argent 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 Q1	$283K	Buy	1,429 +45	+3%	+$8.89K	0.08%	144
2025 Q4	$257K	Buy	1,384 +170	+14%	+$31.8K	0.07%	150
2025 Q3	$216K	Buy	+1,214	New	+$200K	0.06%	158
2021 Q3	–	Sell	-8,056	Closed	-$669K	–	140
2021 Q2	$669K	Buy	8,056 +391	+5%	+$29.9K	0.41%	70
2021 Q1	$549K	Sell	7,665 -314	-4%	-$21.1K	0.35%	79
2020 Q4	$516K	Buy	7,979 +468	+6%	+$28.4K	0.32%	85
2020 Q3	$414K	Buy	7,511 +664	+10%	+$36.5K	0.28%	90
2020 Q2	$354K	Buy	6,847 +1,669	+32%	+$82K	0.27%	94
2020 Q1	$237K	Buy	+5,178	New	+$382K	0.24%	103

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Argent Advisors's WELL Position: Q1 2026 in Review

Argent Advisors increased its Welltower (WELL) stake by 3.3% in Q1 2026, buying an estimated $8.89K and bringing the position to 1,429 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #144.

Argent Advisors first reported a position in WELL in Q1 2020 and has held it in 9 quarters since. The position peaked at $669K in Q2 2021. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Argent Advisors held 1,429 shares of Welltower worth $283K as of Q1 2026.
Argent Advisors bought 45 Welltower shares in Q1 2026, an estimated $8.89K.
Welltower made up 0.08% of Argent Advisors's portfolio in Q1 2026, its #144 holding.
Argent Advisors first reported a position in Welltower in Q1 2020 and has held it in 9 quarters since.
Argent Advisors's Welltower position peaked at $669K in Q2 2021.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.