Position in VTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$83,916
+$6,634 QoQ
Shares Held
945
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#743
of 941 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $179,186 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (46.8% of the industry book) .
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,916 | 945 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $77,282 | 945 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||