Position in VTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$34,809
+$2,915 QoQ
Shares Held
392
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#778
of 941 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $257,893 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (13.5% of the industry book) .
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,809 | 392 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $31,894 | 390 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $29,946 | 387 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,876 | 384 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $26,060 | 379 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,142 | 376 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $23,920 | 373 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,017 | 371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,935 | 366 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $18,091 | 363 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||