Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$305,383
+$33,138 QoQ
Shares Held
3,439
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#637
of 941 holders
Holding Since
Sep 2025
4 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $1,645,470 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (18.6% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,383 | 3,439 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $272,245 | 3,329 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $247,693 | 3,201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $202,691 | 2,896 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||