Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$198,024
-$212,020 QoQ
Shares Held
2,230
-55.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#700
of 925 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR 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. VTR ranks #3 (6.3% 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.
This page
|
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 VTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,024 | 2,230 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $410,044 | 5,014 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $466,214 | 6,025 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $104,635 | 1,495 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $56,140 | 889 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $71,991 | 1,047 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,839 | 235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $34,758 | 542 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,988 | 507 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,074 | 507 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,664 | 535 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,933 | 307 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,511 | 307 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,782 | 341 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,506 | 322 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,981 | 124 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,188 | 237 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,637 | 237 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,115 | 237 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,084 | 237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,960 | 262 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||