Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$278,565
+$3,539 QoQ
Shares Held
3,137
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#656
of 942 holders
Holding Since
Jun 2020
24 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, 2026Garrett Wealth Advisory Group, LLC holds $278,565 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
3,137 | $278,565 |
All Filings in VTR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,565 | 3,137 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $275,026 | 3,363 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $251,020 | 3,244 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $233,556 | 3,337 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $218,751 | 3,464 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,534 | 3,440 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $224,488 | 3,812 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $268,704 | 4,190 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $213,036 | 4,156 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $219,345 | 4,401 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,302 | 5,419 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $257,952 | 5,457 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $234,220 | 5,403 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $241,287 | 5,356 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $234,753 | 5,844 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $302,356 | 5,879 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $367,595 | 5,952 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $301,863 | 5,905 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $323,585 | 5,861 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $332,322 | 5,820 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $308,145 | 5,777 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $280,852 | 5,727 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $243,661 | 5,807 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $223,894 | 6,114 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||