Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$364,080
+$161,920 QoQ
Shares Held
4,100
+65.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#607
of 942 holders
Holding Since
Mar 2026
2 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, 2026BSW Wealth Partners holds $1,687,542 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,831 | $1,323,462 | |
| 2 | VTR |
Ventas, Inc.
This page
|
4,100 | $364,080 |
All Filings in VTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,080 | 4,100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $202,160 | 2,472 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||