Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$310,089
-$8,444 QoQ
Shares Held
3,492
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#636
of 942 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $844,149 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,353 | $534,060 | |
| 2 | VTR |
Ventas, Inc.
This page
|
3,492 | $310,089 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,089 | 3,492 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $318,533 | 3,895 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $309,829 | 4,004 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||