Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,154,222
+$80,369 QoQ
Shares Held
12,998
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#427
of 941 holders
Holding Since
Sep 2020
12 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $13,127,232 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
41,281 | $9,369,548 | |
| 2 | VTR |
Ventas, Inc.
This page
|
12,998 | $1,154,222 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
27,378 | $1,104,702 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
20,076 | $957,223 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
22,307 | $449,932 | |
| 6 | MPT |
Medical Properties Trust Inc
|
19,828 | $91,605 |
All Filings in VTR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,222 | 12,998 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,073,853 | 13,131 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $972,821 | 12,572 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $886,283 | 12,663 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $797,016 | 12,621 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $920,833 | 13,392 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $738,833 | 12,546 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $744,805 | 11,614 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $642,954 | 12,543 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $578,080 | 13,277 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $614,975 | 12,339 | Shares | Sole | 2024-02-05 | |
| 2020-09-30 | $508,639 | 12,122 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||