Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,539
+$3,047 QoQ
Shares Held
434
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#776
of 942 holders
Holding Since
Mar 2021
19 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, 2026CVA Family Office, LLC holds $282,245 across 7 REIT - Healthcare Facilities names. VTR ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
793 | $179,987 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
2,565 | $54,891 | |
| 3 | VTR |
Ventas, Inc.
This page
|
434 | $38,539 | |
| 4 | NHI |
National Health Investors Inc
|
49 | $3,736 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
153 | $3,086 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
36 | $1,452 | |
| 7 | MPT |
Medical Properties Trust Inc
|
120 | $554 |
All Filings in VTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,539 | 434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,492 | 434 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $33,582 | 434 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $26,456 | 378 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,870 | 378 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $28,191 | 410 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $18,727 | 318 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $19,880 | 310 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $16,403 | 320 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,497 | 310 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $19,936 | 400 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $7,090 | 150 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,167 | 50 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,351 | 30 | Shares | Sole | 2023-02-22 | |
| 2022-06-30 | $55,801 | 1,085 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $68,244 | 1,105 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $46,519 | 910 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $24,838 | 435 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $12,534 | 235 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||