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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

WELL holding history

Welltower 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.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
9,777
Value
$2.22M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,777$2.22M<0.1%+3,983+68.7%AddedHolders
Q1 20265,794$1.15M<0.1%−1,577−21.4%ReducedHolders
Q4 20257,371$1.37M<0.1%+1,304+21.5%AddedHolders
Q3 20256,067$1.08M<0.1%+1,754+40.7%AddedHolders
Q2 20254,313$663.1K<0.1%−181−4.0%ReducedHolders
Q1 20254,494$688.5K<0.1%−10.0%ReducedHolders
Q4 20244,495$566.5K<0.1%−88−1.9%ReducedHolders
Q3 20244,583$586.7K<0.1%+76+1.7%AddedHolders
Q2 20244,507$469.8K<0.1%+1,208+36.6%AddedHolders
Q1 20243,299$328.1K<0.1%−35−1.0%ReducedHolders
Q4 20233,334$300.6K<0.1%+2,105+171.3%AddedHolders
Q3 20231,229$100.7K<0.1%00.0%UnchangedHolders
Q2 20231,229$99.4K<0.1%+21+1.7%AddedHolders
Q1 20231,208$86.6K<0.1%+30+2.5%AddedHolders
Q4 20221,178$77.2K<0.1%−347−22.8%ReducedHolders
Q3 20221,525$98.0K<0.1%−40−2.6%ReducedHolders
Q2 20221,565$129.0K<0.1%+41+2.7%AddedHolders
Q1 20221,524$147.0K<0.1%+1+0.1%AddedHolders
Q4 20211,523$131.0K<0.1%+250+19.6%AddedHolders
Q3 20211,273$105.0K<0.1%−51−3.9%ReducedHolders
Q2 20211,324$110.0K<0.1%+53+4.2%AddedHolders
Q1 20211,271$91.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.