Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$360,528
+$36,271 QoQ
Shares Held
4,060
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 942 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $3,314,820 across 5 REIT - Healthcare Facilities names. VTR ranks #4 (10.9% of the industry book) .
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,528 | 4,060 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $324,257 | 3,965 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $309,829 | 4,004 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $282,479 | 4,036 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $300,783 | 4,763 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $263,213 | 3,828 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $244,275 | 4,148 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $269,538 | 4,203 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $217,803 | 4,249 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $215,348 | 4,946 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $273,970 | 5,497 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $226,280 | 5,371 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $258,708 | 5,473 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $225,983 | 5,213 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $239,620 | 5,319 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $221,658 | 5,518 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $342,009 | 6,650 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $418,300 | 6,773 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $393,930 | 7,706 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $391,052 | 7,083 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $447,093 | 7,830 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $418,185 | 7,840 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $405,364 | 8,266 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $301,734 | 7,191 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $309,878 | 8,462 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $284,080 | 10,600 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||