Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,219,085
+$1,073,554 QoQ
Shares Held
9,777
+68.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#570
of 1,554 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 Advisors, LLC holds $3,139,560 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
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 WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,219,085 | 9,777 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,145,531 | 5,794 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,368,131 | 7,371 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,080,775 | 6,067 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $663,037 | 4,313 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $688,525 | 4,494 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $566,504 | 4,495 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $586,761 | 4,583 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $469,854 | 4,507 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $308,258 | 3,299 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $300,626 | 3,334 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $100,679 | 1,229 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $99,413 | 1,229 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $86,601 | 1,208 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $77,217 | 1,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $98,088 | 1,525 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $128,877 | 1,565 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $146,517 | 1,524 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $130,627 | 1,523 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $104,895 | 1,273 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $110,024 | 1,324 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $91,041 | 1,271 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $82,132 | 1,271 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $47,928 | 870 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $56,614 | 1,094 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $39,737 | 868 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||