Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$78,410
+$60,327 QoQ
Shares Held
883
+235.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#748
of 942 holders
Holding Since
Mar 2022
14 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, 2026WEST PACES ADVISORS INC. holds $119,491 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
883 | $78,410 | |
| 2 | WELL |
Welltower Inc.
|
181 | $41,081 |
All Filings in VTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,410 | 883 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $18,083 | 263 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $15,488 | 263 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,866 | 263 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,481 | 263 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,091 | 71 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,538 | 71 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $926 | 22 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $519 | 11 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $476 | 11 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $495 | 11 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $441 | 11 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $565 | 11 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $1,605 | 26 | Shares | Sole | 2023-12-19 | |
| No filing history on record for this holder in this stock. | ||||||