Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,974
+$47,608 QoQ
Shares Held
3,288
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#645
of 942 holders
Holding Since
Mar 2025
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, 2026IFG Advisory, LLC holds $1,139,719 across 7 REIT - Healthcare Facilities names. VTR ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,508 | $569,240 | |
| 2 | VTR |
Ventas, Inc.
This page
|
3,288 | $291,974 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
3,301 | $172,147 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
2,645 | $51,603 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
460 | $21,932 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
941 | $20,137 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
629 | $12,686 |
All Filings in VTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,974 | 3,288 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $244,366 | 3,158 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,958 | 3,157 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $217,075 | 3,157 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||