Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$336,463
+$32,978 QoQ
Shares Held
3,789
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#622
of 942 holders
Holding Since
Sep 2024
8 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, 2026Prosperity Consulting Group, LLC holds $1,774,237 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (19.0% of the industry book) .
All Filings in VTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,463 | 3,789 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $303,485 | 3,711 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $279,187 | 3,608 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $252,523 | 3,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $222,477 | 3,523 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $243,960 | 3,548 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $206,880 | 3,513 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $224,647 | 3,503 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||