Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,552
+$118 QoQ
Shares Held
40
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#874
of 941 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Mosley Wealth Management holds $14,871 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (23.9% of the industry book) .
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,552 | 40 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,434 | 42 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||