Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$174,936
+$27,732 QoQ
Shares Held
1,970
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 941 holders
Holding Since
Mar 2025
5 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, 2026Avalon Trust Co holds $474,467 across 6 REIT - Healthcare Facilities names. VTR ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
1,970 | $174,936 | |
| 2 | WELL |
Welltower Inc.
|
412 | $93,511 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
3,650 | $73,620 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
989 | $51,576 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
2,093 | $44,790 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,847 | $36,034 |
All Filings in VTR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,936 | 1,970 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $147,204 | 1,800 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $139,284 | 1,800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $126,611 | 1,809 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $123,768 | 1,800 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||