Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$582,350
+$102,138 QoQ
Shares Held
6,558
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#522
of 942 holders
Holding Since
Dec 2022
12 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $1,092,675 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
6,558 | $582,350 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
23,847 | $510,325 |
All Filings in VTR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,350 | 6,558 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $480,212 | 5,872 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $450,196 | 5,818 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,621 | 5,824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $375,616 | 5,948 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $406,990 | 5,919 | Shares | Sole | 2025-04-18 | |
| 2024-03-31 | $241,777 | 5,553 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $274,867 | 5,515 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $232,178 | 5,511 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $260,599 | 5,513 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $238,425 | 5,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $198,220 | 4,400 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||