Position in VTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$888
-$4,427 QoQ
Shares Held
10
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#916
of 941 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $228,346 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (0.4% of the industry book) .
All Filings in VTR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888 | 10 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,315 | 65 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,493 | 71 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,969 | 71 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,483 | 71 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,881 | 71 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,711 | 80 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,232 | 66 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,383 | 66 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,873 | 66 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,289 | 66 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $2,359 | 56 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,592 | 76 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $2,427 | 56 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,522 | 56 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $883 | 22 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||