Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,497
+$1,067 QoQ
Shares Held
152
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#821
of 941 holders
Holding Since
Jun 2025
5 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, 2026New England Capital Financial Advisors LLC holds $92,550 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (14.6% of the industry book) .
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,497 | 152 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,430 | 152 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,761 | 152 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,638 | 152 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,598 | 152 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||