Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$352,799
+$31,816 QoQ
Shares Held
3,973
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 941 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Advisory Services Network, LLC holds $7,541,074 across 7 REIT - Healthcare Facilities names. VTR ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
54,027 | $2,576,005 | |
| 2 | WELL |
Welltower Inc.
|
11,244 | $2,552,039 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
45,158 | $966,377 | |
| 4 | MPT |
Medical Properties Trust Inc
|
123,085 | $568,651 | |
| 5 | VTR |
Ventas, Inc.
This page
|
3,973 | $352,799 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
13,853 | $270,271 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
8,397 | $254,932 |
All Filings in VTR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,799 | 3,973 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $320,983 | 3,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,428 | 3,805 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $253,011 | 3,615 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $229,358 | 3,632 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $240,589 | 3,499 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $159,237 | 3,195 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $214,187 | 5,084 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,654 | 4,943 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $204,264 | 4,712 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $238,854 | 5,302 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $222,331 | 4,323 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $317,569 | 5,142 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,222,381 | 23,912 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,045,052 | 55,154 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,968,057 | 51,980 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,985,972 | 55,980 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,061,690 | 42,041 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,619,066 | 38,586 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,168,488 | 59,216 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,643,696 | 61,332 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||