Position in VTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$253,109
+$57,029 QoQ
Shares Held
3,095
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 Mar 31, 2026Larson Financial Group LLC holds $2,022,266 across 14 REIT - Healthcare Facilities names. VTR ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
44,374 | $1,050,776 | |
| 2 | WELL |
Welltower Inc.
|
2,444 | $483,203 | |
| 3 | VTR |
Ventas, Inc.
This page
|
3,095 | $253,109 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,427 | $106,351 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
615 | $29,003 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,264 | $24,306 | |
| 7 | UHT |
Universal Health Realty Income Trust
|
550 | $22,258 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
1,258 | $20,668 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,109 | 3,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $196,080 | 2,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $121,712 | 1,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,144 | 414 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,647 | 373 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,531 | 26 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $641 | 10 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $12,639 | 300 | Shares | Sole | 2023-11-03 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||