Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,847,661
-$991,086 QoQ
Shares Held
20,807
-40.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#368
of 942 holders
Holding Since
Sep 2025
4 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, 2026ELEVATUS WELATH MANAGEMENT holds $3,201,990 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
20,807 | $1,847,661 | |
| 2 | WELL |
Welltower Inc.
|
5,967 | $1,354,329 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,661 | 20,807 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,838,747 | 34,712 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,353,498 | 95,031 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,766,704 | 39,530 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||