Position in VTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,747,360
+$316,444 QoQ
Shares Held
42,200
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#297
of 942 holders
Holding Since
Sep 2021
13 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, 2026Roberts Wealth Advisors, LLC holds $3,747,360 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
42,200 | $3,747,360 |
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,747,360 | 42,200 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,430,916 | 41,953 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,216,531 | 41,568 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,090,302 | 72,729 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,570,165 | 72,370 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,926,585 | 71,649 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,267,463 | 72,465 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,605,367 | 71,813 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,643,201 | 71,073 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,020,152 | 69,365 | Shares | Sole | 2024-04-18 | |
| 2022-09-30 | $1,694,089 | 42,173 | Shares | Sole | 2022-10-13 | |
| 2021-12-31 | $2,112,534 | 41,325 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,232,526 | 40,437 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||