Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

VTR holding history

Ventas, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
2,230
Value
$198.0K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of VTR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,230$198.0K<0.1%−2,784−55.5%ReducedHolders
Q1 20265,014$410.0K<0.1%−1,011−16.8%ReducedHolders
Q4 20256,025$466.2K<0.1%+4,530+303.0%AddedHolders
Q3 20251,495$104.6K<0.1%+606+68.2%AddedHolders
Q2 2025889$56.1K<0.1%−158−15.1%ReducedHolders
Q1 20251,047$72.0K<0.1%+812+345.5%AddedHolders
Q4 2024235$13.9K<0.1%−307−56.6%ReducedHolders
Q3 2024542$34.8K<0.1%+35+6.9%AddedHolders
Q2 2024507$26.0K<0.1%00.0%UnchangedHolders
Q1 2024507$24.1K<0.1%−28−5.2%ReducedHolders
Q4 2023535$26.7K<0.1%+228+74.3%AddedHolders
Q3 2023307$12.9K<0.1%00.0%UnchangedHolders
Q2 2023307$14.5K<0.1%−34−10.0%ReducedHolders
Q1 2023341$14.8K<0.1%+19+5.9%AddedHolders
Q4 2022322$14.5K<0.1%+198+159.7%AddedHolders
Q3 2022124$5.00K<0.1%−113−47.7%ReducedHolders
Q2 2022237$12.0K<0.1%00.0%UnchangedHolders
Q1 2022237$15.0K<0.1%00.0%UnchangedHolders
Q4 2021237$12.0K<0.1%00.0%UnchangedHolders
Q3 2021237$13.0K<0.1%−25−9.5%ReducedHolders
Q2 2021262$15.0K<0.1%+262NewHolders