Position in VTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$50,131
+$2,698 QoQ
Shares Held
613
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $62,367,464 across 15 REIT - Healthcare Facilities names. VTR ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
617,798 | $22,642,296 | |
| 2 | NHI |
National Health Investors Inc
|
257,712 | $20,838,592 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
918,252 | $17,657,985 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,212 | $622,769 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
6,513 | $215,450 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
12,800 | $210,304 | |
| 7 | VTR |
Ventas, Inc.
This page
|
613 | $50,131 | |
| 8 | MPT |
Medical Properties Trust Inc
|
8,968 | $41,521 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,131 | 613 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $47,433 | 613 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $35,764 | 511 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $32,269 | 511 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $39,949 | 581 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $34,627 | 588 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $37,708 | 588 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $29,782 | 581 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $25,296 | 581 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $31,050 | 623 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $66,776 | 1,585 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $74,922 | 1,585 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $70,833 | 1,634 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $73,521 | 1,632 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $68,449 | 1,704 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $85,116 | 1,655 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $102,212 | 1,655 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $97,281 | 1,903 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $91,372 | 1,655 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $94,957 | 1,663 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $41,285 | 774 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $162,322 | 3,310 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $138,887 | 3,310 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $121,138 | 3,308 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $112,854 | 4,211 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||