Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$704,095
+$158,050 QoQ
Shares Held
7,929
+18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#498
of 941 holders
Holding Since
Mar 2020
24 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, 2026Ellevest, Inc. holds $2,027,330 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,830 | $1,323,235 | |
| 2 | VTR |
Ventas, Inc.
This page
|
7,929 | $704,095 |
All Filings in VTR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,095 | 7,929 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $546,045 | 6,677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $551,796 | 7,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $360,448 | 5,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $489,475 | 7,751 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $585,491 | 8,515 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $456,220 | 7,747 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $338,157 | 5,273 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $269,576 | 5,259 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $208,992 | 4,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $373,650 | 7,497 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $137,072 | 3,162 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $150,872 | 3,349 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $102,995 | 2,564 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $175,633 | 3,415 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $174,410 | 2,824 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $131,634 | 2,575 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $96,231 | 1,743 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $100,153 | 1,754 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $87,957 | 1,649 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $103,915 | 2,119 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $41,960 | 1,000 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $25,304 | 691 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $9,996 | 373 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||