Position in VTR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$537,700
+$116,447 QoQ
Shares Held
6,575
+20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,844,873 across 7 REIT - Healthcare Facilities names. VTR ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,350 | $860,035 | |
| 2 | VTR |
Ventas, Inc.
This page
|
6,575 | $537,700 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
30,336 | $515,406 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
8,112 | $355,466 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
14,204 | $273,141 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,951 | $254,753 | |
| 7 | MPT |
Medical Properties Trust Inc
|
10,448 | $48,372 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,700 | 6,575 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $421,253 | 5,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $326,640 | 4,667 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||