Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$356,176
+$16,545 QoQ
Shares Held
4,011
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#613
of 941 holders
Holding Since
Dec 2022
13 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, 2026CreativeOne Wealth, LLC holds $4,226,856 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (8.4% of the industry book) .
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,176 | 4,011 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $339,631 | 4,153 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $297,370 | 3,843 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $271,071 | 3,873 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,876 | 6,348 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $444,464 | 6,464 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $399,568 | 6,785 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $245,040 | 3,821 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $201,092 | 3,923 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $236,690 | 4,749 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $212,419 | 5,042 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $260,930 | 5,520 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $205,698 | 4,566 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||