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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
Q2 		$324K Hold
1,429
– – 0.08% 149
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
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

Argent Advisors's WELL Position: Q2 2026 in Review

Argent Advisors held its Welltower (WELL) position steady in Q2 2026 at 1,429 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #149.

Argent Advisors first reported a position in WELL in Q1 2020 and has held it in 10 quarters since. The position peaked at $669K in Q2 2021. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Argent Advisors held 1,429 shares of Welltower worth $324K as of Q2 2026.
  • Argent Advisors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.08% of Argent Advisors's portfolio in Q2 2026, its #149 holding.
  • Argent Advisors first reported a position in Welltower in Q1 2020 and has held it in 10 quarters since.
  • Argent Advisors's Welltower position peaked at $669K in Q2 2021.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.