Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,112,972
+$826,240 QoQ
Shares Held
35,056
+25.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#311
of 942 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $53,852,572 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
206,164 | $46,793,043 | |
| 2 | VTR |
Ventas, Inc.
This page
|
35,056 | $3,112,972 | |
| 3 | NHI |
National Health Investors Inc
|
29,178 | $2,225,114 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
59,766 | $1,278,992 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
6,281 | $235,663 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
4,337 | $206,788 |
All Filings in VTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,112,972 | 35,056 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,286,732 | 27,962 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,005,862 | 12,999 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $675,053 | 9,645 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $596,578 | 9,447 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $772,518 | 11,235 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $825,814 | 14,023 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $633,668 | 9,881 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $265,629 | 5,182 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $231,502 | 5,317 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $264,999 | 5,317 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $226,617 | 5,379 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $312,974 | 6,621 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $293,306 | 6,766 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $266,650 | 5,919 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $220,131 | 5,480 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $523,877 | 10,248 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||