Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$339,127
-$51,950 QoQ
Shares Held
3,819
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#620
of 942 holders
Holding Since
Dec 2025
2 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,528,007 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (22.2% of the industry book) .
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,127 | 3,819 | Shares | Other | 2026-08-06 | |
| 2025-12-31 | $391,077 | 5,054 | Shares | Other | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||