Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$608,812
+$41,178 QoQ
Shares Held
6,856
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#517
of 942 holders
Holding Since
Jun 2024
9 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, 2026VIAWEALTH, LLC holds $608,812 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
|
6,856 | $608,812 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,812 | 6,856 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $567,634 | 6,941 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $600,391 | 7,759 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $541,582 | 7,738 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $499,895 | 7,916 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $545,954 | 7,940 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $514,227 | 8,732 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $560,945 | 8,747 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $446,218 | 8,705 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||