Position in VTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$245,709
+$25,412 QoQ
Shares Held
2,767
-22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#680
of 942 holders
Holding Since
Dec 2021
3 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, 2026Fortitude Advisory Group L.L.C. holds $593,880 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,534 | $348,171 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,767 | $245,709 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,709 | 2,767 | Shares | Sole | 2026-07-22 | |
| 2022-03-31 | $220,297 | 3,567 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $246,245 | 4,817 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||