Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$472,682
+$36,468 QoQ
Shares Held
5,323
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 941 holders
Holding Since
Dec 2023
6 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, 2026Turtle Creek Wealth Advisors, LLC holds $1,376,022 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,980 | $903,340 | |
| 2 | VTR |
Ventas, Inc.
This page
|
5,323 | $472,682 |
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,682 | 5,323 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $436,214 | 5,334 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $389,376 | 5,032 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $278,630 | 3,981 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $201,448 | 3,190 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $20,932 | 420 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||