Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$197,690
+$25,485 QoQ
Shares Held
871
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,298
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Clearstead Trust, LLC holds $298,390 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
871 | $197,690 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
1,357 | $29,039 | |
| 3 | VTR |
Ventas, Inc.
|
226 | $20,068 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
867 | $17,487 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
360 | $17,164 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
491 | $9,579 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,002 | $4,629 | |
| 8 | DHC |
Diversified Healthcare Trust
|
294 | $2,734 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,690 | 871 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $172,205 | 871 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $161,666 | 871 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $155,159 | 871 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $133,898 | 871 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $106,480 | 695 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $87,590 | 695 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,980 | 695 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,538 | 715 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $66,809 | 715 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $64,471 | 715 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $58,572 | 715 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $57,836 | 715 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $216,790 | 3,024 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $199,272 | 3,040 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $195,532 | 3,040 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $250,344 | 3,040 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $292,265 | 3,040 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $260,740 | 3,040 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $250,496 | 3,040 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $252,624 | 3,040 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $166,539 | 2,325 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $196,444 | 3,040 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $167,473 | 3,040 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $157,320 | 3,040 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $139,170 | 3,040 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||