Position in VTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$331,135
+$28,468 QoQ
Shares Held
3,729
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#624
of 942 holders
Holding Since
Jun 2021
13 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, 2026JFS WEALTH ADVISORS, LLC holds $335,114 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (98.8% of the industry book) .
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,135 | 3,729 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $302,667 | 3,701 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,383 | 3,701 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $259,032 | 3,701 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $233,718 | 3,701 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $171,968 | 2,501 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $147,283 | 2,501 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $160,389 | 2,501 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $51 | 1 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $217 | 5 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $996 | 20 | Shares | Sole | 2024-02-07 | |
| 2021-09-30 | $10,213 | 185 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,563 | 185 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||