Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$514,862
+$78,566 QoQ
Shares Held
5,798
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#547
of 942 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Compound Planning, Inc. holds $4,369,840 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (11.8% of the industry book) .
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,862 | 5,798 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $436,296 | 5,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $428,452 | 5,537 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $356,599 | 5,095 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $304,572 | 4,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $366,628 | 5,332 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $276,488 | 4,695 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $269,089 | 4,196 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||