Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,902
-$2,892 QoQ
Shares Held
89
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#844
of 941 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $134,645 across 10 REIT - Healthcare Facilities names. VTR ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
328 | $74,445 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
910 | $19,473 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
529 | $16,060 | |
| 4 | VTR |
Ventas, Inc.
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|
89 | $7,902 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
375 | $7,316 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
100 | $4,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
50 | $2,384 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
22 | $1,147 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,902 | 89 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,794 | 132 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $4,478 | 64 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||