Position in VTR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,243
+$99 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#911
of 942 holders
Holding Since
Mar 2025
6 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,243 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
|
14 | $1,243 |
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243 | 14 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,144 | 14 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,083 | 14 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $979 | 14 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $884 | 14 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $962 | 14 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||