Position in VTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,776
-$22,839 QoQ
Shares Held
20
-93.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#899
of 942 holders
Holding Since
Dec 2024
7 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, 2026Activest Wealth Management holds $15,451 across 7 REIT - Healthcare Facilities names. VTR ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
36 | $8,170 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
79 | $3,766 | |
| 3 | VTR |
Ventas, Inc.
This page
|
20 | $1,776 | |
| 4 | MPT |
Medical Properties Trust Inc
|
319 | $1,473 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
10 | $214 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1 | $52 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
0 | $0 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776 | 20 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $24,615 | 301 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $22,904 | 296 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,768 | 111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,936 | 94 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,082 | 103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $294 | 5 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||