Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$178,665
+$12,570 QoQ
Shares Held
2,012
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#717
of 941 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $1,039,797 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
10,694 | $509,889 | |
| 2 | WELL |
Welltower Inc.
|
1,323 | $300,281 | |
| 3 | VTR |
Ventas, Inc.
This page
|
2,012 | $178,665 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
2,121 | $45,389 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
165 | $5,009 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
28 | $564 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,665 | 2,012 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $166,095 | 2,031 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $148,414 | 1,918 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $132,981 | 1,900 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $118,090 | 1,870 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $127,687 | 1,857 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $108,180 | 1,837 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $117,101 | 1,826 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $92,883 | 1,812 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $78,154 | 1,795 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $88,715 | 1,780 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $74,275 | 1,763 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $83,431 | 1,765 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $75,819 | 1,749 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,604 | 191 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $69,694 | 1,735 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $89,231 | 1,735 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $107,153 | 1,735 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $88,693 | 1,735 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $89,550 | 1,622 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $92,616 | 1,622 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $86,517 | 1,622 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $79,542 | 1,622 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $68,059 | 1,622 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $61,448 | 1,678 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $44,970 | 1,678 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||