Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$714,751
+$402,601 QoQ
Shares Held
8,049
+62.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#495
of 941 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Avestar Capital, LLC holds $1,076,995 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
8,049 | $714,751 | |
| 2 | WELL |
Welltower Inc.
|
1,596 | $362,244 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,751 | 8,049 | Shares | Sole | 2026-07-29 | |
| 2025-06-30 | $312,150 | 4,943 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $357,276 | 5,196 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $294,450 | 5,000 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||