Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$800,886
+$215,015 QoQ
Shares Held
9,019
+25.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 941 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $17,070,727 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
50,575 | $11,479,006 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
176,970 | $3,787,158 | |
| 3 | VTR |
Ventas, Inc.
This page
|
9,019 | $800,886 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
15,288 | $616,870 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
6,517 | $310,730 | |
| 6 | MPT |
Medical Properties Trust Inc
|
16,467 | $76,077 |
All Filings in VTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,886 | 9,019 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $585,871 | 7,164 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $482,773 | 6,239 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $423,228 | 6,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $266,428 | 4,219 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $253,036 | 3,680 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $204,171 | 3,467 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $236,125 | 3,682 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||