Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$324,340
+$41,813 QoQ
Shares Held
1,429
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,081
of 1,580 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Argent Advisors, Inc. holds $2,010,938 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
78,813 | $1,686,598 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,429 | $324,340 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,340 | 1,429 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $282,527 | 1,429 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $256,884 | 1,384 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,261 | 1,214 | Shares | Sole | 2025-11-03 | |
| 2021-06-30 | $669,453 | 8,056 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $549,043 | 7,665 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $515,602 | 7,979 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $413,780 | 7,511 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $354,332 | 6,847 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $237,048 | 5,178 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||