Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$369,052
+$70,228 QoQ
Shares Held
4,156
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#605
of 941 holders
Holding Since
Sep 2025
4 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, 2026VestGen Advisors, LLC holds $2,858,031 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (12.9% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,052 | 4,156 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $298,824 | 3,654 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $224,479 | 2,901 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $227,817 | 3,255 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||