Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,256,964
New position
Shares Held
14,155
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#417
of 942 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Biltmore Family Office, LLC holds $2,696,512 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
27,604 | $1,439,548 | |
| 2 | VTR |
Ventas, Inc.
This page
|
14,155 | $1,256,964 |
All Filings in VTR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,964 | 14,155 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||