Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$427,216
+$33,773 QoQ
Shares Held
4,811
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#580
of 942 holders
Holding Since
Jun 2020
25 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, 2026Riverpoint Wealth Management Holdings, LLC holds $427,216 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,811 | $427,216 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,216 | 4,811 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $393,443 | 4,811 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $372,275 | 4,811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $356,669 | 5,096 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $321,812 | 5,096 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $350,400 | 5,096 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $300,103 | 5,096 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $326,806 | 5,096 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $261,220 | 5,096 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $221,879 | 5,096 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $253,984 | 5,096 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $214,694 | 5,096 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $240,887 | 5,096 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $220,911 | 5,096 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $229,574 | 5,096 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $204,706 | 5,096 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $262,087 | 5,096 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $314,728 | 5,096 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $260,507 | 5,096 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $281,350 | 5,096 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $436,244 | 7,640 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $543,214 | 10,184 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $748,938 | 15,272 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $640,813 | 15,272 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $272,526 | 7,442 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||