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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in VTR — Ventas, Inc.

CIK 1631073 WASHINGTON, DC
Back to VTR Full portfolio

Position in VTR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$10,300
+$1,795 QoQ
Shares Held
116
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#835
of 942 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $62,599 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
 207 $46,982
2 VTR
Ventas, Inc.
This page 		116 $10,300
3 OHI
Omega Healthcare Investors Inc
 59 $2,813
4 DOC
Healthpeak Properties, Inc.
 47 $1,005
5 DHC
Diversified Healthcare Trust
 94 $874
6 HR
Healthcare Realty Trust Inc
 31 $625

All Filings in VTR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,300 116
2026-03-31 $8,505 104
2025-12-31 $8,047 104
2025-09-30 $5,529 79
2025-06-30 $4,988 79
2025-03-31 $6,944 101
2024-12-31 $5,947 101
2024-09-30 $5,066 79
2024-06-30 $4,049 79
2024-03-31 $3,439 79
2023-12-31 $3,937 79
2023-09-30 $3,328 79
2023-06-30 $3,734 79
2023-03-31 $3,424 79
2022-12-31 $3,558 79
2022-09-30 $3,173 79
2022-06-30 $4,782 93
2022-03-31 $4,879 79
2021-12-31 $4,038 79
2021-09-30 $4,361 79
2021-06-30 $4,510 79
2021-03-31 $4,213 79
2020-12-31 $3,089 63
2020-09-30 $2,643 63
2020-06-30 $1,867 51
2020-03-31 $1,232 46

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