Position in LTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,268
+$1,234 QoQ
Shares Held
33
+3200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 286 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,139,560 across 16 REIT - Healthcare Facilities names. LTC ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,777 | $2,219,085 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
27,233 | $582,786 | |
| 3 | VTR |
Ventas, Inc.
|
2,230 | $198,024 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
1,639 | $66,133 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
583 | $27,797 | |
| 6 | NHI |
National Health Investors Inc
|
318 | $24,250 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
305 | $6,151 | |
| 8 | MPT |
Medical Properties Trust Inc
|
1,280 | $5,913 |
All Filings in LTC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268 | 33 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $34 | 1 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,202 | 114 | Shares | Sole | 2025-11-10 | |
| 2024-03-31 | $2,048 | 63 | Shares | Sole | 2024-05-14 | |
| 2021-06-30 | $998 | 26 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $5,263 | 151 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,575 | 148 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,511 | 146 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||