Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,273,747
-$238,855 QoQ
Shares Held
14,344
-22.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#416
of 941 holders
Holding Since
Mar 2024
10 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, 2026Focus Partners Advisor Solutions, LLC holds $2,761,012 across 5 REIT - Healthcare Facilities names. VTR ranks #1 (46.1% of the industry book) .
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,747 | 14,344 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,512,602 | 18,496 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $889,405 | 11,494 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,655,263 | 23,650 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $529,007 | 8,377 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $774,168 | 11,259 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $253,227 | 4,300 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $312,313 | 4,870 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $279,059 | 5,444 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $200,893 | 4,614 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||