Position in VTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,003,685
+$359,342 QoQ
Shares Held
12,273
+47.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $21,610,112 across 8 REIT - Healthcare Facilities names. VTR ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
249,016 | $9,126,436 | |
| 2 | NHI |
National Health Investors Inc
|
83,927 | $6,786,337 | |
| 3 | WELL |
Welltower Inc.
|
16,405 | $3,243,432 | |
| 4 | VTR |
Ventas, Inc.
This page
|
12,273 | $1,003,685 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,087 | $664,342 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
9,304 | $407,701 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
19,350 | $317,920 | |
| 8 | MPT |
Medical Properties Trust Inc
|
13,015 | $60,259 |
All Filings in VTR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,003,685 | 12,273 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $644,343 | 8,327 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $612,272 | 8,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $657,959 | 10,419 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $729,543 | 10,610 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $616,696 | 10,472 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $674,391 | 10,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $607,789 | 11,857 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $547,123 | 12,566 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $679,717 | 13,638 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $590,662 | 14,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $604,725 | 12,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $475,679 | 10,973 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $526,364 | 11,684 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $598,332 | 14,895 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $750,826 | 14,599 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,027,254 | 16,633 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $569,885 | 11,148 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $891,445 | 15,612 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $777,217 | 14,571 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,063,726 | 21,691 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $912,797 | 21,754 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $768,653 | 20,990 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||