Position in VTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$968,894
-$296,321 QoQ
Shares Held
10,911
-29.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#449
of 941 holders
Holding Since
Dec 2023
11 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, 2026Empowered Funds, LLC holds $17,248,003 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
57,241 | $12,991,985 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
56,877 | $2,711,893 | |
| 3 | VTR |
Ventas, Inc.
This page
|
10,911 | $968,894 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
13,072 | $263,662 | |
| 5 | DHC |
Diversified Healthcare Trust
|
24,601 | $228,789 | |
| 6 | MPT |
Medical Properties Trust Inc
|
17,918 | $82,780 |
All Filings in VTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,894 | 10,911 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $1,265,215 | 15,471 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $805,446 | 10,409 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $1,012,543 | 14,467 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $624,615 | 9,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $575,727 | 8,373 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $461,520 | 7,837 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $451,475 | 7,040 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $322,527 | 6,292 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $234,593 | 5,388 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $214,611 | 4,306 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||