Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$400,576
+$31,912 QoQ
Shares Held
4,511
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#591
of 941 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,886,081 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (21.2% 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 | $400,576 | 4,511 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $368,664 | 4,508 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $302,710 | 3,912 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $220,258 | 3,147 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $278,649 | 5,436 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $249,963 | 5,741 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||