Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$641,224
+$51,345 QoQ
Shares Held
7,221
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 274 holders
Holding Since
Jun 2020
5 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, 2026Apollon Wealth Management, LLC holds $5,905,196 across 7 REIT - Healthcare Facilities names. VTR ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
7,043 | $1,598,549 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
23,023 | $1,097,736 | |
| 3 | LTC |
Ltc Properties Inc
|
26,779 | $1,029,652 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
28,548 | $866,717 | |
| 5 | VTR |
Ventas, Inc.
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|
7,221 | $641,224 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
8,789 | $458,346 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
9,952 | $212,972 |
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,224 | 7,221 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $589,879 | 7,213 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $557,136 | 7,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $264,562 | 3,780 | Shares | Sole | 2025-10-17 | |
| 2020-06-30 | $2,673 | 73 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||