Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$568,675
+$149,199 QoQ
Shares Held
6,404
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#530
of 942 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $6,792,702 across 14 REIT - Healthcare Facilities names. VTR ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,473 | $3,284,936 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
80,578 | $1,724,369 | |
| 3 | VTR |
Ventas, Inc.
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|
6,404 | $568,675 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
10,584 | $504,645 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,560 | $133,504 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,273 | $132,065 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
6,575 | $128,278 | |
| 8 | SILA |
Sila Realty Trust, Inc.
|
3,238 | $98,305 |
All Filings in VTR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,675 | 6,404 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $419,476 | 5,421 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $79,928 | 1,142 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $110,386 | 1,748 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $71,904 | 1,221 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $66,951 | 1,044 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $81,862 | 1,597 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $85,599 | 1,966 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $97,387 | 1,954 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $71,831 | 1,705 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $80,737 | 1,708 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $72,134 | 1,664 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $62,394 | 1,385 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $47,842 | 1,191 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $62,127 | 1,208 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $75,038 | 1,215 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $75,968 | 1,376 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $77,598 | 1,359 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $348,576 | 6,535 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $311,011 | 6,342 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $276,222 | 6,583 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $231,291 | 6,316 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $133,249 | 4,972 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||