Position in VTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$749,746
+$230,309 QoQ
Shares Held
9,168
+36.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026AE Wealth Management LLC holds $3,623,913 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
18,887 | $890,704 | |
| 2 | WELL |
Welltower Inc.
|
4,102 | $810,991 | |
| 3 | VTR |
Ventas, Inc.
This page
|
9,168 | $749,746 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
26,842 | $635,617 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,143 | $356,820 | |
| 6 | MPT |
Medical Properties Trust Inc
|
38,886 | $180,035 |
All Filings in VTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $749,746 | 9,168 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $519,437 | 6,713 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $314,805 | 4,498 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $1,017,832 | 20,422 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $862,232 | 20,466 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $925,688 | 19,583 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $893,703 | 20,616 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,000,375 | 66,601 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,345,566 | 58,391 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,806,740 | 54,574 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,200,773 | 51,826 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,785,528 | 54,490 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,923,093 | 52,945 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,929,287 | 51,301 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,539,624 | 47,612 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,254,539 | 66,365 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,687,579 | 64,051 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,434,516 | 93,788 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,043,446 | 76,248 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||