Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,451
+$1,222 QoQ
Shares Held
174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 942 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $153,937 across 9 REIT - Healthcare Facilities names. VTR ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
368 | $83,524 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
520 | $20,982 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
346 | $16,497 | |
| 4 | VTR |
Ventas, Inc.
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|
174 | $15,451 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
337 | $7,211 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
212 | $4,136 | |
| 7 | MPT |
Medical Properties Trust Inc
|
799 | $3,691 | |
| 8 | NHI |
National Health Investors Inc
|
24 | $1,830 |
All Filings in VTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,451 | 174 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,229 | 174 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,065 | 143 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,849 | 55 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,852 | 61 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,194 | 61 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,592 | 61 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,911 | 61 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,665 | 52 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,264 | 52 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,591 | 52 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,201 | 76 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,152 | 109 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,204 | 97 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,369 | 97 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,285 | 32 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,057 | 40 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,584 | 31 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,588 | 65 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||