Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$523,920
+$41,418 QoQ
Shares Held
5,900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#544
of 941 holders
Holding Since
Mar 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, 2026Summit Place Financial Advisors, LLC holds $5,270,990 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (9.9% of the industry book) .
All Filings in VTR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,920 | 5,900 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $482,502 | 5,900 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $456,542 | 5,900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $412,941 | 5,900 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $372,585 | 5,900 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $405,684 | 5,900 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $347,451 | 5,900 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $378,367 | 5,900 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $302,434 | 5,900 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $256,886 | 5,900 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $294,056 | 5,900 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $248,567 | 5,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $278,893 | 5,900 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $212,415 | 4,900 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $220,745 | 4,900 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $246,864 | 4,800 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $321,152 | 5,200 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $265,824 | 5,200 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,640,565 | 29,715 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,655,329 | 28,990 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,573,530 | 29,500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,525,144 | 31,100 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,431,885 | 34,125 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,467,546 | 40,075 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $500,490 | 18,675 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||