Tanglewood Wealth Management
WELL icon

Tanglewood Wealth Management’s Welltower WELL Stock Holding History

Tanglewood Wealth Management’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
Q3 		– Sell
-957
Closed -$217K – 50
2026
Q2 		$217K Buy
+957
New +$202K 0.02% 41

Other funds holding WELL

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Tanglewood Wealth Management's WELL Position: Q3 2026 in Review

Tanglewood Wealth Management sold out of Welltower (WELL) in Q3 2026, closing a stake of 957 shares — an estimated $217K sold.

Tanglewood Wealth Management first reported a position in WELL in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Tanglewood Wealth Management reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • Tanglewood Wealth Management sold 957 Welltower shares in Q3 2026, an estimated $217K.
  • Tanglewood Wealth Management first reported a position in Welltower in Q2 2026 and held it in 1 quarter.
  • Tanglewood Wealth Management's Welltower position peaked at $217K in Q2 2026.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.