Position in VTR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$339,038
+$72,272 QoQ
Shares Held
3,818
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#621
of 942 holders
Holding Since
Jun 2020
10 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, 2026Kingsview Wealth Management, LLC holds $3,225,323 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (10.5% of the industry book) .
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,038 | 3,818 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $266,766 | 3,262 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $235,389 | 3,042 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $228,937 | 3,271 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $244,895 | 3,878 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $470,318 | 6,840 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $225,737 | 3,520 | Shares | Sole | 2024-11-12 | |
| 2022-06-30 | $211,685 | 4,116 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $234,070 | 3,790 | Shares | Sole | 2024-02-08 | |
| 2020-06-30 | $267,948 | 7,317 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||