Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,169,739
+$171,445 QoQ
Shares Held
24,434
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#350
of 942 holders
Holding Since
Dec 2025
3 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, 2026World Investment Advisors holds $8,842,239 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
17,975 | $4,079,785 | |
| 2 | VTR |
Ventas, Inc.
This page
|
24,434 | $2,169,739 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
21,299 | $1,015,536 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
21,036 | $848,802 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
23,174 | $467,419 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
5,004 | $260,958 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,169,739 | 24,434 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,998,294 | 24,435 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,914,071 | 24,736 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||