Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$26,640
+$2,106 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#790
of 942 holders
Holding Since
Dec 2023
8 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, 2026Dynamic Wealth Strategies, LLC holds $88,732 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (30.0% of the industry book) .
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,640 | 300 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,534 | 300 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $7,388 | 117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,539 | 226 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $41,171 | 642 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,623 | 812 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $35,354 | 812 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $45,703 | 917 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||