Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$202,197
New position
Shares Held
2,277
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#710
of 942 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $648,646 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,967 | $446,449 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,277 | $202,197 |
All Filings in VTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,197 | 2,277 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||