Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$361,060
-$170,509 QoQ
Shares Held
4,066
-37.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#609
of 942 holders
Holding Since
Mar 2020
25 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, 2026Prestige Wealth Management Group LLC holds $1,614,434 across 7 REIT - Healthcare Facilities names. VTR ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,283 | $1,199,081 | |
| 2 | VTR |
Ventas, Inc.
This page
|
4,066 | $361,060 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
658 | $34,314 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
352 | $16,783 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
39 | $1,573 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
45 | $907 | |
| 7 | MPT |
Medical Properties Trust Inc
|
155 | $716 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,060 | 4,066 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $531,569 | 6,500 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $31,725 | 410 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $402,706 | 6,377 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,193 | 6,271 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $358,757 | 6,092 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $353,227 | 5,508 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $20,042 | 391 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $17,023 | 391 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $19,487 | 391 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $16,472 | 391 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $18,482 | 391 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $16,949 | 391 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $17,883 | 397 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,946 | 397 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $21,291 | 414 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $27,235 | 441 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $23,514 | 460 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $25,782 | 467 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $21,069 | 369 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $24,909 | 467 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $22,900 | 467 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $20,560 | 490 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $17,943 | 490 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,654 | 211 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||