Position in VTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$506,426
+$27,441 QoQ
Shares Held
5,703
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
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, 2026Savvy Advisors, Inc. holds $4,024,623 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (12.6% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,426 | 5,703 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $478,985 | 5,857 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $514,112 | 6,644 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $311,245 | 4,447 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||