Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$532
+$42 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#923
of 941 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $532 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
6 | $532 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532 | 6 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $490 | 6 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $464 | 6 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $419 | 6 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $378 | 6 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $412 | 6 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $353 | 6 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $384 | 6 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $307 | 6 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $261 | 6 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $299 | 6 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||