Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$317,725
-$15,037 QoQ
Shares Held
3,578
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#633
of 942 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $317,725 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
3,578 | $317,725 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,725 | 3,578 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $332,762 | 4,069 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $370,185 | 4,784 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $283,459 | 4,050 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||