Position in VTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$266
+$21 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#931
of 942 holders
Holding Since
Dec 2021
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, 2026Beaird Harris Wealth Management, LLC holds $4,541 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (5.9% 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 | $266 | 3 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $245 | 3 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $232 | 3 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $209 | 3 | Shares | Sole | 2025-11-13 | |
| 2022-12-31 | $2,297 | 51 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $45,496 | 890 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||