Position in VTR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$156,445
+$8,418 QoQ
Shares Held
1,913
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Geneos Wealth Management Inc. holds $4,508,706 across 10 REIT - Healthcare Facilities names. VTR ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
24,986 | $1,178,339 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
41,517 | $983,122 | |
| 3 | WELL |
Welltower Inc.
|
4,921 | $972,930 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,812 | $649,061 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
25,646 | $435,725 | |
| 6 | VTR |
Ventas, Inc.
This page
|
1,913 | $156,445 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
4,594 | $75,479 | |
| 8 | LTC |
Ltc Properties Inc
|
850 | $31,586 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,445 | 1,913 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $148,027 | 1,913 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $92,596 | 1,323 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $83,547 | 1,323 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $65,253 | 949 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $55,886 | 949 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $60,859 | 949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,645 | 949 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $41,319 | 949 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $47,298 | 949 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $57,296 | 1,360 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $51,949 | 1,099 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $47,641 | 1,099 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $55,096 | 1,223 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $44,146 | 1,099 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $255,504 | 4,968 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $306,700 | 4,966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $322,618 | 6,311 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $396,573 | 7,183 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $415,402 | 7,275 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $437,761 | 8,207 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $400,951 | 8,176 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $378,689 | 9,025 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $359,535 | 9,818 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $266,767 | 9,954 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||