Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$231,412
-$14,664 QoQ
Shares Held
2,606
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#676
of 925 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, 2026IFP Advisors, Inc holds $7,716,243 across 16 REIT - Healthcare Facilities names. VTR ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
107,457 | $5,123,549 | |
| 2 | WELL |
Welltower Inc.
|
4,887 | $1,109,202 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,185 | $478,997 | |
| 4 | VTR |
Ventas, Inc.
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|
2,606 | $231,412 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,472 | $159,900 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
8,074 | $157,523 | |
| 7 | MPT |
Medical Properties Trust Inc
|
27,720 | $128,066 | |
| 8 | LTC |
Ltc Properties Inc
|
3,079 | $118,387 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,412 | 2,606 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $246,076 | 3,009 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $330,335 | 4,269 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $57,251 | 818 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $61,508 | 974 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $41,531 | 604 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $37,689 | 640 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $34,437 | 537 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $28,859 | 563 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $21,770 | 500 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $23,973 | 481 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $40,866 | 970 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $51,382 | 1,087 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $66,932 | 1,544 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $257 | 4,540 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $278,498 | 6,933 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $321,643 | 6,254 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $139,021 | 2,251 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $114,866 | 2,247 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $174,684 | 3,164 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $270,083 | 4,730 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $236,669 | 4,437 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $403,550 | 8,229 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $381,584 | 9,094 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $374,329 | 10,222 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $305,546 | 11,401 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||