Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$236,384
-$25,638 QoQ
Shares Held
2,662
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 941 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $6,554,326 across 7 REIT - Healthcare Facilities names. VTR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
67,175 | $3,503,175 | |
| 2 | WELL |
Welltower Inc.
|
6,649 | $1,509,120 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
19,964 | $427,227 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
17,359 | $350,130 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
6,104 | $291,036 | |
| 6 | MPT |
Medical Properties Trust Inc
|
51,354 | $237,254 | |
| 7 | VTR |
Ventas, Inc.
This page
|
2,662 | $236,384 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,384 | 2,662 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $262,022 | 3,204 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $233,376 | 3,016 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||