Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,324
-$39,531 QoQ
Shares Held
2,605
-21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#690
of 941 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $2,933,811 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (7.9% of the industry book) .
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,324 | 2,605 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $270,855 | 3,312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $341,632 | 4,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $299,417 | 4,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $264,282 | 4,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $301,237 | 4,381 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $262,767 | 4,462 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $383,112 | 5,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,235 | 4,433 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $235,116 | 5,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $280,449 | 5,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $249,072 | 5,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,150 | 6,117 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $305,790 | 7,054 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,367 | 6,845 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $452,675 | 11,269 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $349,209 | 6,790 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $430,343 | 6,968 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $396,946 | 7,765 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $464,481 | 8,413 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $674,807 | 11,818 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $681,471 | 12,776 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $529,386 | 10,795 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $250,920 | 5,980 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $230,339 | 6,290 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $292,227 | 10,904 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||