Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,264,666
+$1,966,660 QoQ
Shares Held
25,503
+599.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#339
of 925 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $21,364,730 across 18 REIT - Healthcare Facilities names. VTR ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
45,461 | $10,318,283 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
111,938 | $5,337,203 | |
| 3 | VTR |
Ventas, Inc.
This page
|
25,503 | $2,264,666 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,937 | $1,047,569 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
38,272 | $819,020 | |
| 6 | MPT |
Medical Properties Trust Inc
|
129,386 | $597,763 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
6,671 | $347,892 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
11,685 | $227,974 |
All Filings in VTR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,666 | 25,503 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $298,006 | 3,644 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $159,634 | 2,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,734,632 | 24,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,952 | 696 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $28,878 | 420 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $47,642 | 809 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,552 | 71 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,715 | 92 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,096 | 22 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,526 | 60 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,748 | 37 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $997 | 23 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,036 | 23 | Shares | Sole | 2023-02-24 | |
| 2022-06-30 | $1,491 | 29 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $4,014 | 65 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $511 | 10 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $552 | 10 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||