Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,055
+$26,174 QoQ
Shares Held
3,379
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#640
of 942 holders
Holding Since
Sep 2020
24 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, 2026HILLTOP WEALTH ADVISORS, LLC holds $565,155 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
3,379 | $300,055 | |
| 2 | WELL |
Welltower Inc.
|
1,168 | $265,100 |
All Filings in VTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,055 | 3,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,881 | 3,349 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $256,592 | 3,316 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $230,057 | 3,287 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $205,300 | 3,251 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $224,776 | 3,269 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $292,624 | 4,969 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $335,399 | 5,230 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $268,089 | 5,230 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $228,193 | 5,241 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $260,663 | 5,230 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $220,339 | 5,230 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $247,222 | 5,230 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $226,720 | 5,230 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $235,611 | 5,230 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $210,089 | 5,230 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $268,978 | 5,230 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $323,004 | 5,230 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $267,357 | 5,230 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $288,748 | 5,230 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $298,633 | 5,230 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $278,968 | 5,230 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $256,479 | 5,230 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $219,450 | 5,230 | Shares | Sole | 2020-10-21 | |
| No filing history on record for this holder in this stock. | ||||||