Position in VTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,528
+$685 QoQ
Shares Held
51
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#866
of 942 holders
Holding Since
Jun 2021
19 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, 2026Financial Management Professionals, Inc. holds $447,407 across 8 REIT - Healthcare Facilities names. VTR ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,855 | $421,029 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
521 | $10,164 | |
| 3 | 197 | $5,980 | |||
| 4 | VTR |
Ventas, Inc.
This page
|
51 | $4,528 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
165 | $3,531 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
19 | $905 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
16 | $645 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
12 | $625 |
All Filings in VTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,528 | 51 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,843 | 47 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,636 | 47 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,289 | 47 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,968 | 47 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,438 | 50 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,707 | 29 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,859 | 29 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1 | 29 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1 | 19 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $946 | 19 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1 | 19 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1 | 19 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1 | 19 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $270 | 6 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $241 | 6 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,348 | 104 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,779 | 45 | Shares | Sole | 2022-04-27 | |
| 2021-06-30 | $970 | 17 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||