Position in VTR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$318,696
+$16,605 QoQ
Shares Held
3,897
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 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, 2026Balboa Wealth Partners holds $750,362 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,306 | $750,362 |
All Filings in VTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,696 | 3,897 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $302,091 | 3,904 | Shares | Sole | 2026-01-16 | |
| 2024-09-30 | $488,478 | 7,617 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $270,140 | 5,270 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $272,995 | 6,270 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $363,582 | 7,295 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $336,829 | 7,995 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $443,912 | 9,391 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $444,424 | 10,252 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $464,600 | 10,313 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $426,444 | 10,616 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||