Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,391,584
+$69,366 QoQ
Shares Held
15,671
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#408
of 949 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $20,694,453 across 9 REIT - Healthcare Facilities names. VTR ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
38,400 | $8,715,648 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
67,970 | $3,544,635 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
156,814 | $3,355,819 | |
| 4 | VTR |
Ventas, Inc.
This page
|
15,671 | $1,391,584 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
64,354 | $1,255,546 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
57,169 | $1,045,049 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
32,695 | $659,458 | |
| 8 | MPT |
Medical Properties Trust Inc
|
102,910 | $475,444 |
All Filings in VTR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,584 | 15,671 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,322,218 | 16,168 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,284,275 | 16,597 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $981,749 | 14,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $627,332 | 9,934 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $708,571 | 10,305 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $660,392 | 11,214 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $698,375 | 10,890 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $579,186 | 11,299 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $342,659 | 7,870 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $575,103 | 11,539 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $351,532 | 8,344 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $716,282 | 15,153 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $751,472 | 17,335 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $313,818 | 6,966 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $312,201 | 7,772 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $390,970 | 7,602 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $415,706 | 6,731 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $398,480 | 7,795 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||