Position in VTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,184,592
-$62,389 QoQ
Shares Held
13,340
-12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#422
of 942 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. VTR ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,702 | $5,152,672 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
56,309 | $1,205,012 | |
| 3 | VTR |
Ventas, Inc.
This page
|
13,340 | $1,184,592 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,718 | $1,043,152 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,454 | $753,776 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,374 | $257,190 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,777 | $227,767 | |
| 8 | MPT |
Medical Properties Trust Inc
|
25,708 | $118,770 |
All Filings in VTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,592 | 13,340 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,246,981 | 15,248 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $943,571 | 12,194 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $944,165 | 13,490 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $854,608 | 13,533 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,012,078 | 14,719 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $847,721 | 14,395 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $932,963 | 14,548 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $744,500 | 14,524 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $598,196 | 13,739 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $749,244 | 15,033 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $485,969 | 11,535 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $658,518 | 13,931 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $602,781 | 13,905 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $663,901 | 14,737 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $677,266 | 16,860 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $876,212 | 17,037 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,058,010 | 17,131 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $761,841 | 14,903 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $867,238 | 15,708 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $904,064 | 15,833 | Shares | Defined | 2021-08-13 | |
| 2020-03-31 | $219,116 | 8,176 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||