Position in VTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$238,339
-$204,499 QoQ
Shares Held
2,684
-50.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#684
of 941 holders
Holding Since
Mar 2025
6 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, 2026Monument Capital Management holds $709,755 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,077 | $471,416 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,684 | $238,339 |
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,339 | 2,684 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $442,838 | 5,415 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $433,792 | 5,606 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $454,865 | 6,499 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $356,481 | 5,645 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $420,261 | 6,112 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||