Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$315,240
+$28,356 QoQ
Shares Held
3,550
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#635
of 942 holders
Holding Since
Sep 2024
7 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, 2026Premier Path Wealth Partners, LLC holds $1,465,070 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,066 | $1,149,830 | |
| 2 | VTR |
Ventas, Inc.
This page
|
3,550 | $315,240 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,240 | 3,550 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $286,884 | 3,508 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $264,716 | 3,421 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $220,748 | 3,154 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $223,866 | 3,545 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $245,473 | 3,570 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $219,837 | 3,428 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||