Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$295,082
+$23,328 QoQ
Shares Held
3,323
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#642
of 942 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $537,248 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
3,323 | $295,082 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
5,079 | $242,166 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,082 | 3,323 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $271,754 | 3,323 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $257,133 | 3,323 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $232,576 | 3,323 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $209,847 | 3,323 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $228,489 | 3,323 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $240,872 | 3,756 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $170,336 | 3,323 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $163,536 | 3,756 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||