Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$445,505
-$71,339 QoQ
Shares Held
5,017
-20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 925 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,806,674 across 17 REIT - Healthcare Facilities names. VTR ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,183 | $1,403,350 | |
| 2 | VTR |
Ventas, Inc.
This page
|
5,017 | $445,505 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
5,305 | $252,939 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,861 | $146,820 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
6,357 | $128,217 | |
| 6 | MPT |
Medical Properties Trust Inc
|
23,475 | $108,452 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,962 | $77,294 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
1,440 | $58,100 |
All Filings in VTR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,505 | 5,017 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $516,844 | 6,320 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $512,716 | 6,626 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $296,544 | 4,237 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,550 | 3,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $179,942 | 2,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $310,172 | 5,267 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,849 | 637 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $31,112 | 607 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,899 | 503 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $25,317 | 508 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,167 | 455 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,822 | 504 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,851 | 481 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,614 | 502 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,813 | 319 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,371 | 260 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,057 | 260 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $4,548 | 89 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||