Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$832,144
+$16,062 QoQ
Shares Held
9,371
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#475
of 941 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,479,934 across 7 REIT - Healthcare Facilities names. VTR ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,058 | $2,736,804 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
41,566 | $2,167,666 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
24,313 | $1,159,243 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
43,652 | $880,460 | |
| 5 | VTR |
Ventas, Inc.
This page
|
9,371 | $832,144 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
13,063 | $396,592 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
14,347 | $307,025 |
All Filings in VTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,144 | 9,371 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $816,082 | 9,979 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,013,910 | 13,103 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,040,541 | 14,867 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $806,867 | 12,777 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $590,785 | 8,592 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $282,200 | 4,792 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $307,567 | 4,796 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $210,012 | 4,097 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $307,612 | 6,172 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $280,290 | 6,653 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $320,490 | 6,780 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $312,596 | 7,211 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $329,946 | 7,324 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $254,958 | 6,347 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $437,772 | 8,512 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $644,712 | 10,439 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $528,325 | 10,335 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $653,575 | 11,838 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $674,579 | 11,814 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $634,906 | 11,903 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $732,902 | 14,945 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,496,503 | 35,665 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $439,293 | 11,996 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||