Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$133,644
-$677,285 QoQ
Shares Held
1,505
-84.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#728
of 941 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $10,543,458 across 12 REIT - Healthcare Facilities names. VTR ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
25,459 | $5,778,428 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
70,956 | $3,383,182 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
18,067 | $942,194 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
5,276 | $160,179 | |
| 5 | VTR |
Ventas, Inc.
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|
1,505 | $133,644 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,418 | $57,216 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
2,023 | $39,468 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,205 | $24,304 |
All Filings in VTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,644 | 1,505 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $810,929 | 9,916 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $98,427 | 1,272 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $88,047 | 1,258 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $84,431 | 1,337 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $192,665 | 2,802 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $149,933 | 2,546 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $132,877 | 2,072 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $65,715 | 1,282 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $57,255 | 1,315 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $63,695 | 1,278 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $49,418 | 1,173 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $69,628 | 1,473 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $66,152 | 1,526 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $24,957 | 554 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,968 | 522 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $100,751 | 1,959 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $215,912 | 3,496 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $176,977 | 3,462 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $170,212 | 3,083 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $130,359 | 2,283 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $147,858 | 2,772 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||