Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$378,732
+$32,558 QoQ
Shares Held
4,265
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#601
of 942 holders
Holding Since
Mar 2026
2 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, 2026Discipline Wealth Solutions, LLC holds $822,231 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,954 | $443,499 | |
| 2 | VTR |
Ventas, Inc.
This page
|
4,265 | $378,732 |
All Filings in VTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,732 | 4,265 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $346,174 | 4,233 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||