Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,752
+$18,392 QoQ
Shares Held
290
+222.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#793
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, 2026Private Wealth Management Group, LLC holds $51,673 across 8 REIT - Healthcare Facilities names. VTR ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
290 | $25,752 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
480 | $9,681 | |
| 3 | WELL |
Welltower Inc.
|
34 | $7,716 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
135 | $2,889 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
67 | $2,703 | |
| 6 | NHI |
National Health Investors Inc
|
15 | $1,143 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
56 | $1,092 | |
| 8 | MPT |
Medical Properties Trust Inc
|
151 | $697 |
All Filings in VTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,752 | 290 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,360 | 90 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,964 | 90 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,299 | 90 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,683 | 90 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,188 | 90 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,358 | 91 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,631 | 119 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,997 | 117 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,702 | 108 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,133 | 103 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||