Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$413,630
+$32,699 QoQ
Shares Held
4,658
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#584
of 942 holders
Holding Since
Dec 2024
6 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, 2026KPP Advisory Services LLC holds $801,192 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,658 | $413,630 | |
| 2 | MPT |
Medical Properties Trust Inc
|
83,888 | $387,562 |
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,630 | 4,658 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $380,931 | 4,658 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $358,501 | 4,633 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $323,213 | 4,618 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $325,234 | 4,730 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $292,094 | 4,960 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||