Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$512,820
+$11,918 QoQ
Shares Held
5,775
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#548
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, 2026ARQ WEALTH ADVISORS, LLC holds $512,820 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
|
5,775 | $512,820 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,820 | 5,775 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $500,902 | 6,125 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $493,297 | 6,375 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $461,934 | 6,600 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||