Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$955,488
+$610,761 QoQ
Shares Held
10,760
+141.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#452
of 941 holders
Holding Since
Sep 2023
11 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, 2026Envestnet Portfolio Solutions, Inc. holds $7,854,653 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
19,790 | $4,491,736 | |
| 2 | VTR |
Ventas, Inc.
This page
|
10,760 | $955,488 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
22,148 | $893,671 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
28,992 | $620,428 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
11,701 | $610,207 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
5,938 | $283,123 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,488 | 10,760 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $344,727 | 4,455 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $256,863 | 3,670 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $242,811 | 3,845 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $246,642 | 3,587 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $367,238 | 6,236 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $454,617 | 7,089 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $356,923 | 6,963 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $334,691 | 7,687 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $387,904 | 7,783 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $336,871 | 7,996 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||