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 Q2	$217K	Buy	+957	New	+$202K	0.02%	41

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tanglewood Wealth Management's WELL Position: Q2 2026 in Review

Tanglewood Wealth Management opened a new position in Welltower (WELL) in Q2 2026: 957 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #41 among its holdings.

546 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Tanglewood Wealth Management held 957 shares of Welltower worth $217K as of Q2 2026.
Welltower was a new Tanglewood Wealth Management position in Q2 2026.
Welltower made up 0.02% of Tanglewood Wealth Management's portfolio in Q2 2026, its #41 holding.
546 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.