Position in VTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$225,196
+$16,249 QoQ
Shares Held
2,536
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#694
of 942 holders
Holding Since
Mar 2020
5 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, 2026Wealthcare Advisory Partners LLC holds $611,271 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,701 | $386,075 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,536 | $225,196 |
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,196 | 2,536 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $208,947 | 2,555 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $208,229 | 2,691 | Shares | Sole | 2026-01-14 | |
| 2021-03-31 | $41,178 | 772 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $20,421 | 762 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||