Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,925,757
+$398,424 QoQ
Shares Held
44,209
+2.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#288
of 942 holders
Holding Since
Jun 2023
12 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, 2026Merit Financial Group, LLC holds $26,076,727 across 9 REIT - Healthcare Facilities names. VTR ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
164,865 | $8,597,709 | |
| 2 | WELL |
Welltower Inc.
|
34,745 | $7,886,068 | |
| 3 | VTR |
Ventas, Inc.
This page
|
44,209 | $3,925,757 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
52,386 | $2,497,762 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
79,458 | $1,700,398 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
34,495 | $695,763 | |
| 7 | MPT |
Medical Properties Trust Inc
|
78,871 | $364,381 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,599 | $206,784 |
All Filings in VTR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,925,757 | 44,209 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,527,333 | 43,132 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,311,011 | 42,789 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,049,515 | 29,283 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,513,958 | 23,974 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,832,522 | 26,651 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,242,755 | 21,103 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,025,310 | 15,988 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,008,643 | 19,677 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $978,996 | 22,485 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $213,215 | 4,278 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $281,729 | 5,960 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||