Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,697,678
+$1,316,011 QoQ
Shares Held
19,118
+309.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#381
of 947 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Steward Partners Investment Advisory, LLC holds $26,774,151 across 14 REIT - Healthcare Facilities names. VTR ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
278,282 | $11,228,678 | |
| 2 | WELL |
Welltower Inc.
|
41,482 | $9,415,169 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
101,549 | $1,981,220 | |
| 4 | VTR |
Ventas, Inc.
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|
19,118 | $1,697,678 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
22,655 | $1,181,458 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
31,233 | $668,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
8,209 | $391,405 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
3,813 | $76,908 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,678 | 19,118 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $381,667 | 4,667 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $333,353 | 4,308 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $300,257 | 4,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $260,114 | 4,119 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $197,272 | 2,869 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $156,058 | 2,650 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $167,122 | 2,606 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $87,193 | 1,701 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $54,903 | 1,261 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,661 | 555 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $32,440 | 770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $36,208 | 766 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,032 | 762 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $46,806 | 1,039 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $49,650 | 1,236 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $56,264 | 1,094 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $67,380 | 1,091 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $50,353 | 985 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $51,952 | 941 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,502 | 937 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $106,946 | 2,005 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $133,437 | 2,721 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $127,852 | 3,047 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $120,003 | 3,277 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $131,132 | 4,893 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||