Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$412,476
+$33,999 QoQ
Shares Held
4,645
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#585
of 942 holders
Holding Since
Sep 2025
4 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, 2026FORTEM FINANCIAL GROUP, LLC holds $639,446 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,645 | $412,476 | |
| 2 | WELL |
Welltower Inc.
|
1,000 | $226,970 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,476 | 4,645 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $378,477 | 4,628 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $226,878 | 2,932 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $241,185 | 3,446 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||