Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$865,178
+$69,623 QoQ
Shares Held
9,743
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#468
of 941 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Parcion Private Wealth LLC holds $955,961 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
9,743 | $865,178 | |
| 2 | MPT |
Medical Properties Trust Inc
|
19,650 | $90,783 |
All Filings in VTR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,178 | 9,743 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $795,555 | 9,728 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $793,841 | 10,259 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $556,769 | 7,955 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $440,913 | 6,982 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $516,455 | 7,511 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $373,303 | 6,339 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $406,519 | 6,339 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $325,142 | 6,343 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $275,999 | 6,339 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $315,935 | 6,339 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $267,061 | 6,339 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $299,644 | 6,339 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $275,748 | 6,361 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $286,742 | 6,365 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $256,204 | 6,378 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $334,912 | 6,512 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $406,936 | 6,589 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $336,829 | 6,589 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $363,778 | 6,589 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $376,231 | 6,589 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $351,457 | 6,589 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $323,124 | 6,589 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $276,474 | 6,589 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $241,289 | 6,589 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||