Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,806
+$1,250 QoQ
Shares Held
178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 942 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,028,418 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (1.5% of the industry book) .
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,806 | 178 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,556 | 178 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,773 | 178 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,458 | 178 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,240 | 178 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $12,239 | 178 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||