Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$93,240
+$7,371 QoQ
Shares Held
1,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#740
of 942 holders
Holding Since
Dec 2024
7 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, 2026Morse Asset Management, Inc holds $141,130 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
1,050 | $93,240 | |
| 2 | WELL |
Welltower Inc.
|
211 | $47,890 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,240 | 1,050 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $85,869 | 1,050 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $81,249 | 1,050 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $69,990 | 1,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,150 | 1,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $68,760 | 1,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $58,890 | 1,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||