Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,284
+$2,078 QoQ
Shares Held
296
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#793
of 942 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $102,474 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (25.6% of the industry book) .
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,284 | 296 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,206 | 296 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,291 | 301 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,066 | 301 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,691 | 391 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,696 | 301 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||