Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,011
+$953 QoQ
Shares Held
124
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#828
of 941 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $75,399 across 9 REIT - Healthcare Facilities names. VTR ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
162 | $36,769 | |
| 2 | VTR |
Ventas, Inc.
This page
|
124 | $11,011 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
164 | $6,617 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
124 | $5,912 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
261 | $5,264 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
78 | $4,067 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
101 | $1,970 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
89 | $1,904 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,011 | 124 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,058 | 123 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,434 | 109 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,949 | 85 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,494 | 87 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,982 | 87 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,652 | 79 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||