Position in VTR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,514,898
+$355,377 QoQ
Shares Held
30,752
+10.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $42,802,727 across 13 REIT - Healthcare Facilities names. VTR ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
348,782 | $16,448,559 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
168,115 | $7,366,799 | |
| 3 | WELL |
Welltower Inc.
|
24,002 | $4,745,435 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
152,207 | $2,926,940 | |
| 5 | VTR |
Ventas, Inc.
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|
30,752 | $2,514,898 | |
| 6 | LTC |
Ltc Properties Inc
|
55,593 | $2,065,835 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
110,985 | $1,823,483 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
47,832 | $1,753,042 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,514,898 | 30,752 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,159,521 | 27,908 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,878,111 | 26,834 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,511,811 | 23,940 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,651,683 | 24,021 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,486,383 | 25,240 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,310,051 | 25,557 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,246,680 | 28,633 | Shares | Sole | 2024-05-15 | |
| 2021-09-30 | $968,990 | 17,551 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||