Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,060,538
+$27,166 QoQ
Shares Held
11,943
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 942 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $9,879,749 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
31,880 | $7,235,803 | |
| 2 | VTR |
Ventas, Inc.
This page
|
11,943 | $1,060,538 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
14,865 | $775,209 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
8,010 | $381,916 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,047 | $343,405 | |
| 6 | MPT |
Medical Properties Trust Inc
|
17,939 | $82,878 |
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,538 | 11,943 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,033,372 | 12,636 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $906,119 | 11,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,511 | 5,851 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,178 | 4,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $267,681 | 3,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $209,530 | 3,558 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||