Position in VTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$109,401
+$9,385 QoQ
Shares Held
1,232
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#737
of 942 holders
Holding Since
Mar 2020
26 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, 2026Avion Wealth holds $185,527 across 7 REIT - Healthcare Facilities names. VTR ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
1,232 | $109,401 | |
| 2 | WELL |
Welltower Inc.
|
150 | $34,045 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
726 | $15,536 | |
| 4 | CHCT |
Community Healthcare Trust Inc
|
770 | $14,075 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
508 | $9,911 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
41 | $1,954 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15 | $605 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,401 | 1,232 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $100,016 | 1,223 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $94,248 | 1,218 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $84,267 | 1,204 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $77,169 | 1,222 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $69 | 1,177 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $69,313 | 1,177 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $75,481 | 1,177 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $60,333 | 1,177 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $50,767 | 1,166 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $58,711 | 1,178 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $49,123 | 1,166 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $54,549 | 1,154 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $50,025 | 1,154 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $46 | 1,154 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $46,356 | 1,154 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $59,350 | 1,154 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,511 | 154 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,872 | 154 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,502 | 154 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,793 | 154 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,001 | 150 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $7,356 | 150 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $26,728 | 637 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $23,326 | 637 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $17,071 | 637 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||