Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$280,874
+$18,770 QoQ
Shares Held
3,163
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#653
of 941 holders
Holding Since
Mar 2020
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, 2026Sowell Financial Services LLC holds $677,844 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,749 | $396,970 | |
| 2 | VTR |
Ventas, Inc.
This page
|
3,163 | $280,874 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,874 | 3,163 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $262,104 | 3,205 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $214,110 | 2,767 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $232,856 | 3,327 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $205,300 | 3,251 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $215,218 | 3,130 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $38,884 | 729 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $38,937 | 794 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $25,469 | 607 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,439 | 722 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,505 | 989 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||