Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$910,821
+$475,752 QoQ
Shares Held
10,257
+92.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#459
of 942 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,487,584 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (36.6% of the industry book) .
All Filings in VTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,821 | 10,257 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $435,069 | 5,320 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $342,329 | 4,424 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $303,476 | 4,336 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $328,948 | 5,209 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $357,139 | 5,194 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $305,403 | 5,186 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $321,547 | 5,014 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $215,445 | 4,203 | Shares | Defined | 2024-08-09 | |
| 2023-12-31 | $225,177 | 4,518 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $228,266 | 4,829 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $210,290 | 4,851 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $219,348 | 4,869 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $245,063 | 4,765 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $293,668 | 4,755 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $246,602 | 4,824 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $271,798 | 4,923 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $283,615 | 4,967 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $240,936 | 4,517 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $227,545 | 4,640 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $207,911 | 4,955 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $202,142 | 5,520 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||