Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$82,051
+$5,751 QoQ
Shares Held
924
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#744
of 941 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,562,390 across 14 REIT - Healthcare Facilities names. VTR ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,413 | $1,001,618 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
2,798 | $133,408 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
5,469 | $117,036 | |
| 4 | VTR |
Ventas, Inc.
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|
924 | $82,051 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
3,540 | $71,401 | |
| 6 | MPT |
Medical Properties Trust Inc
|
11,691 | $54,012 | |
| 7 | LTC |
Ltc Properties Inc
|
1,279 | $49,177 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
258 | $13,454 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,051 | 924 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $76,300 | 933 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,743 | 785 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $24,029 | 490 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||