Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$222,000
+$17,632 QoQ
Shares Held
2,500
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#196
of 307 holders
Holding Since
Dec 2020
9 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, 2026Kovack Advisors, Inc. holds $3,277,929 across 9 REIT - Healthcare Facilities names. VTR ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
22,834 | $1,088,725 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
37,588 | $687,108 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,306 | $276,707 | |
| 4 | NHP |
National Healthcare Properties, Inc.
|
16,800 | $246,120 | |
| 5 | VTR |
Ventas, Inc.
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|
2,500 | $222,000 | |
| 6 | WELL |
Welltower Inc.
|
935 | $212,216 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
6,849 | $207,935 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
9,622 | $205,910 |
All Filings in VTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,000 | 2,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $204,368 | 2,499 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $201,188 | 2,600 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $206,690 | 3,223 | Shares | Sole | 2024-11-05 | |
| 2022-03-31 | $239,814 | 3,883 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $213,993 | 3,876 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $221,148 | 3,873 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $206,425 | 3,870 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $201,260 | 4,104 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||