Position in VTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$29,481
+$2,331 QoQ
Shares Held
332
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#784
of 941 holders
Holding Since
Mar 2025
4 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, 2026GoalVest Advisory LLC holds $1,504,869 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (2.0% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,481 | 332 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $27,150 | 332 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,690 | 332 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $206 | 3 | Shares | Sole | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||