Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$201,664
-$11,127 QoQ
Shares Held
2,271
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#711
of 942 holders
Holding Since
Dec 2023
11 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, 2026LifePlan Financial, LLC holds $201,664 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
|
2,271 | $201,664 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,664 | 2,271 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $212,791 | 2,602 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $233,145 | 3,013 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $229,427 | 3,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $467,499 | 7,403 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $820,513 | 11,933 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $874,810 | 14,855 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $984,844 | 15,357 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $602,356 | 11,751 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $494,832 | 11,365 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $462,714 | 9,284 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||