Position in VTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,282,004
+$186,154 QoQ
Shares Held
14,437
+7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#414
of 941 holders
Holding Since
Dec 2024
7 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, 2026Ascent Group, LLC holds $6,726,103 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
23,986 | $5,444,099 | |
| 2 | VTR |
Ventas, Inc.
This page
|
14,437 | $1,282,004 |
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,004 | 14,437 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,095,850 | 13,400 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $906,736 | 11,718 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $792,774 | 11,327 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $481,391 | 7,623 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $675,221 | 9,820 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $366,708 | 6,227 | Shares | Other | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||