Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,309,711
+$102,640 QoQ
Shares Held
14,749
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#412
of 942 holders
Holding Since
Dec 2023
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, 2026Florida Trust Wealth Management Co holds $4,752,845 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
15,170 | $3,443,134 | |
| 2 | VTR |
Ventas, Inc.
This page
|
14,749 | $1,309,711 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309,711 | 14,749 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,207,071 | 14,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,145,996 | 14,810 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,036,551 | 14,810 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $937,335 | 14,843 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,018,334 | 14,810 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $874,162 | 14,844 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,038,521 | 16,194 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $875,469 | 17,079 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $743,618 | 17,079 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $859,939 | 17,254 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||