Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$670,440
+$62,488 QoQ
Shares Held
7,550
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 941 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $670,440 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
7,550 | $670,440 |
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,440 | 7,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $607,952 | 7,434 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $574,546 | 7,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $518,835 | 7,413 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $467,752 | 7,407 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $494,934 | 7,198 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||