Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,393
+$505 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#851
of 942 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, 2026Greykasell Wealth Strategies, Inc. holds $286,473 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,234 | $280,080 | |
| 2 | VTR |
Ventas, Inc.
This page
|
72 | $6,393 |
All Filings in VTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,393 | 72 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,888 | 72 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||