Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$580,041
+$68,916 QoQ
Shares Held
6,532
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#524
of 942 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $3,734,526 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,411 | $1,228,134 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
20,066 | $1,046,441 | |
| 3 | VTR |
Ventas, Inc.
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|
6,532 | $580,041 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
7,451 | $355,263 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
15,928 | $340,859 | |
| 6 | MPT |
Medical Properties Trust Inc
|
39,781 | $183,788 |
All Filings in VTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,041 | 6,532 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $511,125 | 6,250 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $696,265 | 8,998 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $462,633 | 6,610 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||