Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,226,416
+$655,510 QoQ
Shares Held
13,811
+97.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#422
of 947 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $1,226,416 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
13,811 | $1,226,416 |
All Filings in VTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,416 | 13,811 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $570,906 | 6,981 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||