Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$532,267
+$209,891 QoQ
Shares Held
5,994
+52.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#540
of 942 holders
Holding Since
Sep 2024
7 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, 2026WEALTH ALLIANCE, LLC holds $942,401 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
5,994 | $532,267 | |
| 2 | WELL |
Welltower Inc.
|
1,807 | $410,134 |
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,267 | 5,994 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $322,376 | 3,942 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $318,496 | 4,116 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $283,599 | 4,052 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $249,821 | 3,956 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $281,709 | 4,097 | Shares | Defined | 2025-05-05 | |
| 2024-09-30 | $241,962 | 3,773 | Shares | Defined | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||