Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$362,570
+$74,378 QoQ
Shares Held
4,083
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#608
of 942 holders
Holding Since
Mar 2025
6 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, 2026Kathmere Capital Management, LLC holds $722,090 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,083 | $362,570 | |
| 2 | WELL |
Welltower Inc.
|
1,584 | $359,520 |
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,570 | 4,083 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $288,192 | 3,524 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $365,233 | 4,720 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $355,199 | 5,075 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $218,625 | 3,462 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $295,736 | 4,301 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||