Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,772
+$1,520 QoQ
Shares Held
65
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#857
of 942 holders
Holding Since
Jun 2021
8 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, 2026Physician Wealth Advisors, Inc. holds $290,597 across 13 REIT - Healthcare Facilities names. VTR ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
865 | $196,329 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
939 | $48,968 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
1,042 | $20,329 | |
| 4 | VTR |
Ventas, Inc.
This page
|
65 | $5,772 | |
| 5 | DHC |
Diversified Healthcare Trust
|
434 | $4,036 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
85 | $3,429 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
170 | $3,428 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
113 | $2,418 |
All Filings in VTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,772 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,252 | 52 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,023 | 52 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,138 | 102 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $694 | 11 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $756 | 11 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $647 | 11 | Shares | Sole | 2025-02-12 | |
| 2021-06-30 | $193,854 | 3,395 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||