Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$228,571
+$18,949 QoQ
Shares Held
2,574
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#692
of 941 holders
Holding Since
Jun 2022
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, 2026Summit Financial, LLC holds $5,650,890 across 6 REIT - Healthcare Facilities names. VTR ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHC |
Diversified Healthcare Trust
|
225,883 | $2,100,711 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
33,893 | $1,616,018 | |
| 3 | WELL |
Welltower Inc.
|
6,343 | $1,439,670 | |
| 4 | VTR |
Ventas, Inc.
This page
|
2,574 | $228,571 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
10,658 | $214,971 | |
| 6 | MPT |
Medical Properties Trust Inc
|
11,028 | $50,949 |
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,571 | 2,574 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $209,622 | 2,709 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $226,289 | 3,291 | Shares | Sole | 2025-05-14 | |
| 2022-09-30 | $395,634 | 9,849 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $324,420 | 6,308 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||