Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$224,841
+$189,920 QoQ
Shares Held
2,532
+357.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#696
of 942 holders
Holding Since
Jun 2025
2 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,075,246 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (3.2% of the industry book) .
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,841 | 2,532 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $34,921 | 553 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||