Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$556,952
+$302,759 QoQ
Shares Held
6,272
+90.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#534
of 941 holders
Holding Since
Dec 2020
13 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, 2026Coppell Advisory Solutions LLC holds $944,146 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (59.0% of the industry book) .
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,952 | 6,272 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $254,193 | 3,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $236,916 | 3,385 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,010 | 4,054 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,340 | 3,379 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $230,848 | 3,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,342 | 4,543 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $210,986 | 4,116 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $193,379 | 3,880 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $143,789 | 3,413 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $164,215 | 3,474 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $153,755 | 3,413 | Shares | Sole | 2023-05-19 | |
| 2020-12-31 | $266,385 | 5,432 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||